Senior Financial Planning Manager

3 days ago

Burlington, Ontario, Canada Scotiabank Full time
Senior Total Wealth Planner Role

Estimated Salary: $120,000 - $180,000 per annum.

We are seeking a highly skilled Senior Total Wealth Planner to join our team in Toronto and GTA. As a key member of our financial planning advisory team, you will be responsible for delivering comprehensive financial plans to high net worth clients.

Main Responsibilities:
  • Financial Planning Delivery:
    • Gather key data and information about clients through deep discovery sessions.
    • Prepare, analyze, and review financial plans and client-focused executive summaries.
    • Presentation of financial plans and related strategies.
    • Identifying opportunities to deepen relationships and drive business results.
  • Subject Matter Expertise:
    • Provide ongoing professional financial planning advice on complex strategies.
    • Foster and encourage advisors and relationship managers to incorporate financial planning into their business models.
    • Champion the value, benefits, and outcomes of financial planning to both advisors/RMs and clients.
    • Collaborate with internal colleagues to ensure an integrated approach to financial planning.
  • Relationship Building:
    • Develop professional relationships with external experts to provide optimal service on complex planning matters.
    • Build relationships with internal advisors/RMs and other experts to drive collaboration among team members.
  • Maintaining Professional Standards:
    • Remain current on all financial planning-related topics.
    • Follow standard procedures, best practices, and professional codes of conduct in client engagements.
    • Meet or exceed SLAs.

Requirements:

  • University degree
  • Accredited financial planning designation (CFP)
  • Minimum of 5 years of experience as a high net worth financial planner
  • Life Insurance license
  • Canadian Securities Course
  • Additional estate and/or tax courses

Scotiabank is a leading bank in the Americas, committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let our Recruitment team know. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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