Senior Financial Planning Associate

4 weeks ago

Toronto, Ontario, Canada Scotiabank Full time

Requisition ID: 200712

At ScotiaMcLeod, we're committed to delivering exceptional service and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing our clients' assets.

As a Senior Financial Planning Associate, you'll be empowered to deliver Enriched Thinking, a unique approach that incorporates your client's thinking, as well as our thinking, to drive results. You'll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client's life, family, and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you'll be enabling clients to see not just the big picture, but all the little ones too.

Purpose

The primary purpose of this role is to provide financial planning support to a dedicated Wealth Advisor team in preparing and delivering personal financial plans to the Advisor's clients.

Key Responsibilities

In this role, you will:

Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
Proactively support the financial planning needs of the Advisor's assigned clients, which include a 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.
  • Providing alternative scenarios or solutions when clients are unable to meet goals.
  • Identifying and communicating 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.

Requirements

We're looking for a highly skilled and experienced professional who possesses:

  • 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.
  • Canadian Securities Course and/or Life Insurance License is an asset.

What's in it for you?

  • At ScotiaMcLeod, we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities.
  • The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
  • An organization committed to making a difference in our communities– for you and our clients.
  • 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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