Senior Total Wealth Planner - Ottawa ON 212219
Senior Total Wealth Planner - Ottawa ON 212219
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Job Description
Requisition ID: 212219
Join a purpose driven winning team committed to results in an inclusive and highperforming culture.
Purpose of Job
Financial Planning is a key service provided to clients of Scotia Wealth Management. The Senior Total Wealth Planner is responsible to proactively provide comprehensive financial planning advice and support to high net worth clients and act as the infield subject matter expert and champion.
Major Accountabilities
1. Responsible for delivery of endtoend goals based financial plans by:
- Gathering key pertinent data and information about the client through deep discovery
- Preparing analyzing and reviewing the financial plan and client focused executive summary to ensure that it is congruent with the clients specific needs
- Presenting the financial plan and related strategies
- Identifying opportunities to deepen the relationship and drive business results.
2. Act as subject matter expert and champion for financial planning as a key service available as parat of the Scotia Wealth Management value proposition:
- Providing ongoing professional financial planning advice on complex strategies
- Fostering and encouraging Advisors and Relationship Managers to incorporate financial planning in their business model.
- Championing the value benefits and outcomes of financial planning to both advisors/RMs and clients.
- Collaborating with internal colleagues (including taxation insurance consultants will and estate planners philanthropic group) to ensure there is an integrated and organized approach to financial planning
- Providing local software support and advice as required
- Preparing and facilitating client and staff workshops and seminars on various current topics relating to financial planning
3. Relationship building
- Develop professional relationships with local external experts (i.e. CAs lawyers and other professionals as required) to provide optimal service on complex planning matters.
- Build relationships with internal advisors/RMs and other experts to drive collaboration among team members
4. Maintain financial planning professional practice standards and internal service level agreement.
- Remain current on all financial planning related topics
- Following standard procedures best practices and professional codes of conduct in regards to client engagements.
- Meet or exceed SLAs
5. Contribute to the effective functioning of the Financial Planning Advisory team by:
- Participating actively in team learning development activities and team performance achievements.
- Building effective working relationships across the team and with various business line and corporate function contacts
- Maintaining a high level of customer service
- 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
Functional Competencies
- Comprehensive technical understanding and of the financial planning process including investments asset protection retirement estate planning cash management and taxation issues
- Presentation skills particularly related to financial matters including the ability to present complex financial concepts in an easily understood manner
- Excellent interpersonal skills and ability to quickly build relationships and trust.
- Working knowledge of the Wealth Management business line including the value proposition the products and services it provides to high net worth clients and the manner in which they are delivered
- Ability to work independently in a proactive manner as well as within a Team of Experts to identify opportunities while providing the highest level of service possible to the client. This includes the ability to ensure experts are engaged at the right time and in the appropriate manner so as to maximize client service and opportunities for Wealth Management
- Expert knowledge of financial planning software (Naviplan) in order to prepare financial plans
- Ability to travel to meet clients within a designated region to achieve goals in a timely manner
- Knowledge of insurance products and solutions
Educational Requirements
Required:
- University degree
- Accredited financial planning designation (CFP)
- Minimum of 5 years of experience as a high net worth financial planner
Desirables:
- TEP designation
- Life Insurance license
- Professional designation (CA CMA CGA LLB)
- Canadian Securities Course
- Additional estate and/or tax courses
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.
Required Experience:
Senior IC
Employment Type
Full Time
