Financial Planning Practice Lead

Requisition ID: 233491

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

**Purpose of Job**:
At Scotia Wealth Management, financial planning is more than a service - it’s a strategic approach to helping our clients achieve their goals while driving business results. The Financial Planning Practice Lead plays a pivotal role in shaping how we deliver this value. The Financial Planning Practice Lead is responsible for enhancing the client and Advisor experience by championing best-in-class financial planning practices. You will lead initiatives that support continuous improvement, provide expert coaching and training, and empower Advisors and Leaders to deliver exceptional financial planning services.

**Major Accountabilities**:

- Work closely with the Senior Manager - Financial Planning Operations and Execution, and other members of the Practice Excellence team, to develop and implement enterprise-wide financial planning initiatives and tools for Advisors that support exceptional client value and experience, business growth and sales effectiveness.
- Contribute to the design, development and delivery of field-delivered training curriculums that support the continuous professional growth and capability of Advisors.
- Partner with key stakeholders, including leadership, to support the coaching and mentoring of advisors across all facets of the financial planning process, fostering skill development and consistent planning excellence.
- Support the onboarding and training of new Advisors to effectively utilize the planning software, and follow financial planning practice standards, to deliver high quality financial plans to clients.
- Act as a trusted resource for Advisors by providing responsive support on financial planning matters, while proactively identifying opportunities to enhance effectiveness.
- Identify, document, and promote financial planning best practices to ensure consistency and excellence across Scotia Wealth.
- Analyze trends in Advisor needs to develop scalable solutions and foster continuous improvement in planning practices.
- Review and assess the quality of financial plans created by Advisors to ensure alignment with strategic objectives. Adjust focus of reviews as business needs and industry standards evolve.
- Uphold and promote adherence to professional standards, including internal polices, procedures, and industry best practices related to financial planning and client engagement. Ensure all activities reflect Scotiabank’s risk appetite.

**Expectations of You**:

- The **ability to deliver -**demonstrate accountability and follow-through to ensure high-quality outcomes and sustained impact.
- A **client
- centered** **sense of urgency** - prioritize what matters most to client, ensuring their needs remain top of mind in all actions and decisions.
- Bring **versatility and professionalism** to every task**- demonstrate strong organizational, and planning skills. Confidently deliver presentations and communicate effectively in public speaking settings.
- The ability to** work independently**and as** part of a broader team -**demonstrate initiative and accountability in all tasks. Leverage collaboration to generate innovative ideas. Contribute to a team culture that values shared success, open communication, and mutual support.
- The desire to** lead by example**- demonstrate a growth mindset, taking initiative and showing passion for continuous learning and improvement.
- A **commitment to employee development** - offer positive reinforcement to build confidence, and deliver constructive feedback to strengthen skills and competence.
- Commit to **continuous learning and development** - stay current on industry trends, regulatory changes, and emerging client needs to enhance your effectiveness. Embrace learning as a core part of your professional growth and contribution to the team.
- ** Confidence** - in yourself, in your team and in Scotia Wealth’s products and value proposition.

**Education/Work Experience/Designations**:

- Demonstrated experience as a financial planner and/or client-facing Advisor.
- University degree in business, commerce or equivalent experience related to the practice of financial planning.
- Completion of the **Certified Financial Planner (CFP)** designation or the equivalent IQPF designation for Quebec residents.
- Proven track record of training and coaching.
- Ability to work non-standard hours.
- Ability to travel.

**Functional Competencies**:

- Strong Presentation skills particularly related to financial matters. The ability to communicate complex concepts clearly and effectively.
- Ability to work as part of an interdependent team and individually when required. Works well with autonomy and is an excellent communicator in a modern, flexible work environment.
- Proven skills and experience in building and maintaining effective working relationships with clients, peers, client facing advisors, lea