Financial Planning Consultant

4 days ago


Oakville, Ontario, Canada Scotiabank Full time
  • Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
  • Support the financial planning needs of the Advisor's assigned clients, including deep discovery to uncover goals and objectives, preparing and presenting the plan, and working with the Advisor to implement recommendations.
  • Identify and communicate referral opportunities to advisors.
  • Collaborate with internal specialists (Taxation, Insurance, Estate & Trust, Philanthropy) to provide an integrated and organized approach to planning.
  • Advocate for advisors to leverage the right planning resources for the right clients and help triage clients into the appropriate channel.
  • Provide support to Wealth Advisors and teams by providing updates on financial planning and industry trends, and strategic recommendations that may benefit their clients.


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