Senior Financial Planner

7 days ago

Toronto, Ontario, Canada Scotiabank Full time

Key Responsibilities:

The Senior Total Wealth Planner is responsible for delivering comprehensive financial planning advice and support to high net worth clients. This includes gathering key data and information, preparing and analyzing financial plans, and presenting related strategies.

Accountabilities:

  • Deliver end-to-end goals-based financial plans, identifying opportunities to deepen relationships and drive business results.
  • Act as a subject matter expert and champion for financial planning, providing ongoing professional advice on complex strategies.
  • Collaborate with internal colleagues to ensure an integrated and organized approach to financial planning.
  • Develop professional relationships with external experts and internal advisors to drive collaboration and provide optimal service.
  • Maintain financial planning professional practice standards and internal service level agreements.

Functional Competencies:

  • Comprehensive technical understanding of the financial planning process, including investments, asset protection, retirement, estate planning, and taxation issues.
  • Presentation skills, particularly related to financial matters, including the ability to present complex concepts in an easily understood manner.
  • Excellent interpersonal skills and ability to build relationships and trust.
  • Working knowledge of the Wealth Management business line, including the value proposition, products, and services provided to high net worth clients.
  • Ability to work independently and within a team to identify opportunities and provide the highest level of service to clients.

Educational Requirements:

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

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