Financial Planning Strategist for Wealth Management

6 days ago

Toronto, Ontario, Canada Scotiabank Full time
Overview

At ScotiaMcLeod, we are a cornerstone business within Scotia Wealth Management, renowned for our integrity based on service excellence and trusted investment advice. Our advisors and teams take pride in exploring innovative approaches to protecting and growing their clients' assets.

Estimated Salary: $85,000 - $115,000 per yearJob Description

The Senior Financial Planning Associate is responsible for providing financial planning support to a dedicated Wealth Advisor team in preparing and delivering personal financial plans to the Advisor's clients. This role involves championing a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.

Key Responsibilities
  • Support the financial planning needs of the Advisor's assigned clients, including deep discovery with the client to uncover goals and objectives, preparing, and presenting the plan.
  • Proactively support the financial planning needs of advisors by building financial plans that address their clients' immediate and future goals and objectives.
  • Provide alternative scenarios or solutions when clients are unable to meet goals.
  • Identify and communicate referral opportunities to advisors.
  • Contribute to the ongoing professional practice by participating in monthly Total Wealth Planning calls.
  • Provide general support to Wealth Advisors and teams by providing updates on financial planning trends and strategic recommendations that may benefit their clients.
Required Skills and Qualifications
  • CFP Designation required.
  • In-depth understanding of the comprehensive financial planning process, including investments, asset protection, retirement, estate planning, and tax issues.
  • College or University degree.
  • Proficient with Microsoft Office suite, specifically Word and Excel.
  • Advanced understanding of financial planning software; ability to model complex strategies and workarounds to incorporate new changes and legislations.
  • Experience in Total Wealth Planning engagement from client discovery, plan preparation to presentation delivery.
  • Experience in a client-facing role with opportunity to provide financial advice.
  • Certified Canadian Securities Course and/or Life Insurance License is an asset.
Benefits
  • A performance-oriented culture that includes coaching, learning, and development.
  • A collaborative team of innovative thinkers.
  • An inclusive working environment that encourages creativity, curiosity, and celebrates success.
  • Learning and Development – free access to Scotia Academy to upskill and develop your skills.

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