Total Wealth Planning Associate
2 weeks ago
Requisition ID: 199302 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose of Job**: The primary purpose of the Total Wealth Planning Associate is to provide Regional support to Scotia Wealth Management advisors and Specialists. The Associate is also required to work very closely with other members of the Team of Specialists during plan preparation. **Accountabilities**: **1. Proactively support the planning needs of Wealth Advisors and Relationship Managers by**: - Preparing plans submitted by Wealth Advisors and Relationship Managers - Inputting client data from documents submitted into the WealthPrint software - Working with Advisors to create a Total Wealth Plan that addresses 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 by completing Executive Summaries and Action Plans - Acting as liason between Team of Experts and Advisors - Ensuring that all plans assigned are accurate and completed in a timely manner pursuant to the Service Level Agreement **2. Supporting the domiciled Total Wealth Planners and / or branch planners by**: - Inputting client data into the WealthPrint software - Supporting advisor planning activity within the region - Providing total wealth planning associated tax, retirement and estate planning support to advisors - Print and Bind plans as requested by advisors or Total Wealth Planners - Assisting users with plans they have created themselves using WealthPrint - Maintaining a high level of customer service **4. Proactively contribute to ongoing professional practice in the Regional Planning Group by**: - Maintaining awareness and currency of the latest legislative and other financial industry changes that may affect planning techniques - Writing articles or bulletins regarding legislative changes, planning best practices or ad hoc requests from advisors - Developing modeling strategies for the software to incorporate new legislation **5. Contribute to the effective functioning of Client Solutions team by**: - Building effective working relationships across the team and with various business lines and corporate function contacts - Facilitating a culture of open and honest communication - Actively participating and contributing to touch bases and team meetings - Encouraging the generation of new ideas and approaches - Actively share knowledge and experience to enhance the development of all team members - Developing and executing a meaningful employee development plan **Education/Work Experience/Designations**: - In - depth understanding of the comprehensive financial planning process including investments, asset protection, retirement, estate planning and tax issues. - College or University degree - Working towards CFP - Excellent Computer Skills (Word and Excel) - Excellent interpersonal and telephone skills - Client facing role where you would have the opportunity to provide financial advice - NaviPlan software experience Location(s): Canada : Ontario : Toronto Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
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Total Wealth Planning Associate
1 week ago
Toronto, Canada Scotiabank Full timeTitle: Total Wealth Planning Associate - Toronto, ON Requisition ID: 248030 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose of the Job The primary purpose of the Total Wealth Planning Associate is to provide planning support to Scotia Wealth Management advisors nationally. Planning Support for...
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Total Wealth Planning Associate
2 days ago
Toronto, Canada Scotiabank Full timeTitle: Total Wealth Planning Associate - Toronto, ON Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose of the Job The primary purpose of the Total Wealth Planning Associate is to provide planning support to Scotia Wealth Management advisors nationally. Planning Support for the...
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Wealth Planning Associate
4 days ago
Toronto, Canada Nicola Wealth Full time**Nicola Wealth Description**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships and investment products, 99% client retention rate and award-winning culture combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top...
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Wealth Planning Associate
5 days ago
Toronto, Canada Nicola Wealth Management Ltd. Full timeWe have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top...
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Senior Wealth Planning Associate
5 days ago
Toronto, Canada Nicola Wealth Management Ltd. Full timeA financial services firm in Toronto is looking for a Senior Wealth Planning Associate to support Wealth Advisors in delivering top-notch financial planning and wealth management services. The ideal candidate should have over 3 years of client-facing experience in wealth management, excellent communication skills, and a solid understanding of financial...
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Senior Wealth Planning Associate
3 weeks ago
Toronto, Canada Nicola Wealth Management Ltd. Full timeA leading wealth management firm in Toronto seeks a Senior Wealth Planning Associate to support Wealth Advisors, manage client reviews, and deliver personalized client service. The ideal candidate has over 3 years of client-facing experience in wealth management, strong communication skills, and has completed the Canadian Securities Course. This full-time...
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Wealth Planning Associate
4 weeks ago
Toronto, Canada Nicola Wealth Management Ltd. Full timeA leading wealth management firm in Toronto is seeking a Wealth Planning Associate to provide exceptional administrative support to Wealth Advisors. Applicants should have at least 3 years of client-facing experience within wealth management and possess strong communication skills. The role includes managing client requests and supporting financial planning...
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Wealth Planning Associate
5 days ago
Toronto, Canada Nicola Wealth Management Ltd. Full timeA leading wealth management firm in Toronto is seeking a Wealth Planning Associate to provide exceptional administrative support to Wealth Advisors. Applicants should have at least 3 years of client-facing experience within wealth management and possess strong communication skills. The role includes managing client requests and supporting financial planning...
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Senior Manager, Private Wealth Associates
20 minutes ago
Toronto, Ontario, Canada Nicola Wealth Full time $110,000 - $140,000About Nicola Wealth:We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 98% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...
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Wealth Planning Associate – Toronto
1 week ago
Toronto, Canada Scotiabank Full timeA leading financial institution in Toronto is looking for a Total Wealth Planning Associate to provide planning support for Scotia Wealth Management advisors. In this role, you will assist with planning inquiries, prepare financial plans, and ensure timely communication. Ideal candidates will have a college degree and interpersonal skills, with an interest...
