Senior Financial Planning Strategist

4 days ago


Ottawa, Ontario, Canada Scotiabank Full time
About Scotiabank

Scotiabank is a leading bank in the Americas, guided by its purpose: 'for every future'. We help our customers, their families, and communities achieve success through various advice, products, and services.

Job Overview

This Senior Financial Planning Strategist role at Scotiabank offers an exciting opportunity to join a winning team that's committed to results. With a focus on financial planning, you'll work closely with high net worth clients to provide comprehensive advice and support.

Key Responsibilities
  1. Developing Financial Plans
  • Gather key client data and information through deep discovery.
  • Analyze and review financial plans to ensure they meet client needs.
  • Present plans and related strategies to clients.
  • Identify opportunities to deepen relationships and drive business results.
Financial Planning Expertise
  • Provide ongoing professional financial planning advice on complex strategies.
  • Foster collaboration among advisors and relationship managers to incorporate financial planning into their business model.
  • Champion the value of financial planning within the organization.
  • Collaborate with internal colleagues to integrate financial planning approaches.
Relationship Building
  • Establish relationships with external experts to provide optimal service on complex planning matters.
  • Build relationships with internal teams to drive collaboration.
Maintaining Professional Standards
  • Stay up-to-date on financial planning topics.
  • Follow standard procedures and best practices in client engagements.
  • Meet or exceed Service Level Agreements (SLAs).
Functional Competencies
  1. Comprehensive technical understanding of financial planning processes.
  2. Presentation skills for complex financial concepts.
  3. Excellent interpersonal skills for building trust.
  4. Working knowledge of the Wealth Management business line.
  5. Ability to work independently and collaboratively.
  6. Expert knowledge of financial planning software.
  7. Travel to meet clients within designated regions.
  8. Knowledge of insurance products and solutions.
Educational Requirements

Required:

  1. University degree.
  2. Accredited financial planning designation (CFP).
  3. Minimum 5 years of experience as a high net worth financial planner.

Desirables:

  1. TEP designation.
  2. Life Insurance license.
  3. Professional designation (CA, CMA, CGA, LLB).
  4. Canadian Securities Course.
  5. Additional estate and/or tax courses.
Location(s)

Ottawa, Ontario, Canada



  • Ottawa, Ontario, Canada Bank of Montreal Full time

    Unlock Your Earning Potential as a Senior Financial StrategistWe are seeking a highly motivated and experienced Senior Financial Strategist to join our team at the Bank of Montreal. As a key member of our sales and service team, you will play a crucial role in helping our customers achieve their financial goals.About the Role:This is a challenging and...


  • Ottawa, Ontario, Canada University of Ottawa Full time

    Job OverviewThe University of Ottawa is seeking a highly skilled Senior Financial Analyst and Business Strategist to join our team. This is a full-time position based in Ottawa, Canada.SalaryThe estimated annual salary for this position is $95,469 - $119,439.Job DescriptionAs a Senior Financial Analyst and Business Strategist, you will be responsible for...


  • Ottawa, Ontario, Canada Scotiabank Full time

    About ScotiabankScotiabank is a cornerstone business within Scotia Wealth Management, earning a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.Job SummaryWe are seeking an experienced Financial...


  • Ottawa, Ontario, Canada Scotiabank Full time

    Estimated annual salary: $120,000 - $180,000About ScotiabankAs a leading bank in the Americas, Scotiabank is committed to helping customers achieve their financial goals through a range of advice, products and services.Job OverviewThis role offers the opportunity to join a forward-thinking organization where you will be surrounded by a collaborative team of...


  • Ottawa, Ontario, Canada BuildingIN Full time $75,000 - $100,000

    Job OverviewWe are seeking a highly skilled Intermediate to Senior level Urban Planner to join our team at BuildingIN. As an Urban Planning Strategist, you will play a key role in collaborating with municipalities to design and implement actionable, scalable solutions that align with the vision of BuildingIN.

  • Wealth Strategist

    2 weeks ago


    Ottawa, Ontario, Canada Blue Zones Financial Solutions Full time $115,000 - $145,000

    Job SummaryWe are seeking a highly motivated Wealth Strategist to join our team at Blue Zones Financial Solutions. As a key member of our Advisory Team, you will play a critical role in helping Canadians build and preserve their wealth.About UsAt Blue Zones Financial Solutions, we help individuals achieve financial freedom so they can create their own blue...


  • Ottawa, Ontario, Canada Huawei Full time

    About the RoleWe are seeking a Senior Data Planning Strategist to join our team at Huawei. As a key member of our technology planning department, you will be responsible for driving technical planning, research and development direction, trend insights for Data Communication networks.This role involves frequent communication with universities, research...


  • Ottawa, Ontario, Canada Algonquin College Full time

    Algonquin College OverviewThe Algonquin College is a leading institution of higher education in Canada, known for its innovative approach to education and research. Our mission is to provide students with the skills and knowledge needed to succeed in an ever-changing world.Job Title: Financial Sustainability StrategistSalary: $120,000 - $150,000 per yearJob...


  • Ottawa, Ontario, Canada Lock Search Group Full time

    Unlock Your Potential as a Senior Content StrategistWe are seeking an experienced Senior Content Strategist to join our team at Lock Search Group. As a key member of our content development team, you will play a crucial role in crafting compelling stories and messaging that showcase the value of the pharmaceutical industry in Canada.About the RoleThis is an...


  • Ottawa, Ontario, Canada TAAG Corporation Full time

    About TAAG CorporationTAAG Corporation is a reputable Family Office that provides comprehensive wealth management solutions to high-net-worth individuals. We offer a unique blend of investment management, accounting, and legal services to our clients.Job SummaryWe are seeking an experienced and dedicated Wealth Manager to join our team. The ideal candidate...


  • Ottawa, Ontario, Canada Maplesoft Group Full time

    About the RoleWe are seeking a highly skilled Senior Portfolio Strategist to join our team at Maplesoft Group.This is an exciting opportunity for an experienced professional to work in a dynamic environment where contributions count.As a Senior Portfolio Strategist, you will play a key role in coordinating strategic portfolio planning and developing criteria...


  • Ottawa, Ontario, Canada Mnp Llp Full time

    Unlock Your Potential as an Accounting StrategistMNP LLP is seeking a highly skilled and experienced Accounting Strategist to join our team as a Senior Manager, Technical Account Management. As a key member of our Assurance & Accounting team, you will have the opportunity to work with clients across various industries, providing expert guidance on complex...


  • Ottawa, Ontario, Canada Plus Advisors Inc. Full time

    Expert Bookkeeping and Profit MaximizationWe are seeking a highly skilled Accounting Financial Strategist to join our team at Plus Advisors Inc. Our ideal candidate is passionate about unlocking business potential through expert bookkeeping and profit maximization services.


  • Ottawa, Ontario, Canada Scotiabank Full time

    Financial Planning and Investment Sales OpportunityWe are seeking an experienced Financial Planner to join our team in Ottawa, Canada.About the Role:This is a unique opportunity to work with clients to develop and deepen relationships by providing high-quality investment advice and service within the mass affluent market. As a Senior Investment Strategist,...


  • Ottawa, Ontario, Canada Vista Credit Corp Full time

    Job SummaryWe are seeking a seasoned marketing professional to lead our marketing efforts and drive business growth as a Senior Marketing Strategist. This role is responsible for developing and implementing multi-channel marketing plans, managing budgets, and collaborating with cross-functional teams to achieve strategic goals.This position will oversee the...


  • Ottawa, Ontario, Canada nugget Full time

    About the RoleWe are seeking a Senior Cybersecurity Strategist to join our team, responsible for shaping the bank's technology strategy and implementing secure solutions. The ideal candidate will have expertise in security reviews, cloud and containerization technologies, and experience working with senior technology leaders.ResponsibilitiesDevelop scalable...


  • Ottawa, Ontario, Canada Scotiabank Full time

    About ScotiabankCompany OverviewScotiabank is a leading bank in Canada, committed to making a difference in our communities.SalaryA competitive compensation package tailored for the Financial Advisor, Investment Planning role. The estimated salary range is $80,000 - $120,000 per year, based on experience and location.Job DescriptionWe are seeking a skilled...


  • Ottawa, Ontario, Canada Scotiabank Full time

    Scotiabank is a leading bank in Canada, committed to making a difference in our communities and the lives of our clients. We are seeking a highly skilled Senior Financial Planning Associate to join our team.Job Summary:The Senior Financial Planning Associate will provide financial planning services to clients, working closely with Wealth Advisors to create...


  • Ottawa, Ontario, Canada Mattamy Homes Corporation Full time

    Located in Ottawa, Ontario – Hybrid (in office 3 days/week at this time), we are seeking a talented Senior Financial Planning Manager to join our Finance Department in the Ottawa Division. About Mattamy Homes CorporationAt Mattamy Homes Corporation, we are committed to being the best homebuilding and real estate development finance team in North America....


  • Ottawa, Ontario, Canada Servicenow Full time

    Job OverviewWe are seeking an experienced Senior Sales Strategist to join our team in driving business growth and expanding our customer base.