ScotiaMcLeod Senior Financial Planning Associate, Toronto (222600)
ScotiaMcLeod Senior Financial Planning Associate, Toronto (222600)
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Job Description
Requisition ID: 222600
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 youll be empowered to deliver Enriched Thinking a unique approach that incorporates your clients thinking as well as our thinking to drive results. Youll work with a team of specialists to deliver a client-centric approach to wealth management enabling you to consider all the facets of your clients life family and business. With a focus on total wealth planning and wealth specialists to help you deliver on this unique value proposition youll be enabling clients to see not just the big picture but all the little ones too.
BRIEF INTRODUCTION
As a Senior Financial Planning Associate you will provide financial planning support to a dedicated Wealth Advisor team in preparing and delivery of personal financial plans to the Advisors clients.
IS THIS ROLE RIGHT FOR YOU
In the role you will:
- Champion an integrated and organized approach to planning through collaboration with internal specialists (Taxation Insurance Estate & Trust Philanthropy).
- Support the financial planning needs of an Advisors clients through the process of deep discovery and creation and delivery of a Total Wealth Plan
- Support Advisor in implementation of Total Wealth Strategies in collaboration with Team of Specialists
- Champion a client focused culture to deepen client relationships
- Support Advisor in creating and delivering client seminars related to financial planning topics
- Maintain financial planning professional practice standards while staying current on all financial planning related topics
DO YOU HAVE THE SKILLS
We would love to work with you if you have:
- CFP or IQFP (QC only) designation
- More than 2 years of experience
- In-depth understanding of the comprehensive financial planning process including investments asset protection retirement estate planning and tax issue
- Advanced understanding of financial planning software; ability to model complex strategies
- Experience in Total Wealth Planning engagement from client discovery plan preparation to presentation delivery
- Strong interpersonal and verbal communication skills
WHATS 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 via Scotia Academy a virtual learning experience to upskill and develop your skills at work or from your personal device
#LI-HA1 #LI-Onsite
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.
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
