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ScotiaMcLeod Senior Financial Planning Associate

2 months ago

Ottawa, Canada Scotiabank Full time

 

Requisition ID: 210439

As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. 

When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.

 

PURPOSE:

 

The primary purpose of the Senior Financial Planning Associate is to provide financial planning that is closely integrated with wealth management, as it supports the Wealth Advisor team in laying the groundwork for creating and developing a comprehensive wealth strategy for clients including the preparation and delivery of personal financial plans. The role will contribute to the development and management of the Advisor’s business through client relationship management and through identification of growth opportunities.

 

WHAT YOU’LL BE DOING:
In this role you will:

  • Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
  • Proactively support the financial planning needs of the Advisor’s assigned clients which include a deep discovery with the client to uncover goals and objectives, preparing, presenting the plan and working with the Advisor to implement the recommendations identified in the plan
  • Proactively support the financial planning needs of advisors by:
  • Inputting client data from documents submitted into the financial planning software;
  • Building a financial 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
  • Champion an integrated and organized approach to planning through collaboration with internal specialists (Taxation, Insurance, Estate & Trust, Philanthropy). Advocate for advisors to leverage the right planning resources for the right clients and help triage clients into the appropriate channel
  • Contribute to the ongoing professional practice by participating in monthly Total Wealth Planning calls collaborating with local Senior Total Wealth Planners and Total Wealth Planning Associates to ensure a consistent product and process is delivered to clients
  • Provide support to Wealth Advisor and team by providing updates on financial planning and industry trends and strategic recommendations that may benefit their clients

 

DO YOU HAVE THE SKILLS:
We’d love to work with you if you have

  • Licensing: CFP or IQFP is required  
  • Licensed as a Registered Representative with the Canadian Investment Regulatory Organization (CIRO) is considered an asset
  • College or University degree 
  • In-depth understanding of the comprehensive financial planning process including investments, asset protection, retirement, estate planning and tax issues 
  • Experience in Total Wealth Planning engagement from client discovery, plan preparation to presentation delivery 
  • Experience in a client facing role with opportunity to provide financial advice
  • Strong interpersonal and verbal communication skills 
  • Strong attention to detail and a results focused mindset
     

WHAT’S IN IT FOR YOU

  • At ScotiaMcLeod we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At ScotiaMcLeod– you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
  • The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers. 
  • An organization committed to making a difference in our communities– for you and our clients.
  • An inclusive working environment that encourages creativity, curiosity and celebrates success. 
  • Learning and Development – free access to Scotia Academy to upskill and develop your skills.

#LI-Onsite #LI-HA1

 

Location(s):  Canada : Ontario : Ottawa 

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.  

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. 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.