Associate Total Wealth Planner Montreal, QC
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Requisition ID: 233131
Join a purpose driven winning team committed to results in an inclusive and high-performing culture.
Purpose:
The primary purpose of the Associate Total Wealth Planner is to provide plan input support to Senior Total Wealth Planners in market and to provide full planning engagements (discovery to delivery) to existing clients of SWM with investable assets of less than a million.
Key Accountabilities:
Support the planning needs of the local Senior Total Wealth Planner by:
- Inputting data and scenario modelling in the Conquest Planning software
- Identifying and communicating referral opportunities within each plan
- Ensuring that all financial plans assigned are accurate and completed in a timely manner pursuant to a Service Level Agreement
Provide Wealth Planning services directly to clients below the million dollar threshold by:
- Completing the planning process from discovery to plan presentation
- Consulting with members of Team of Specialists to assist in uncovering appropriate strategies as appropriate
- Working with Total Wealth Manager to promote the benefits of planning
- Ensuring that all financial plans assigned are accurate and completed in a timely manner
Proactively support the financial planning needs of advisors/Relationship Managers of Scotia Wealth Management in their local market by:
- Counselling on complex financial planning inquiries
- Assisting or completing modelling in Conquest Planning
- Providing answers on related issues such as tax estate or retirement planning
- Coaching on financial plan presentations
- Helping advisors identify referral opportunities within advisor completed plans
Experience:
- Strong understanding of the financial planning process including investments asset protection retirement risk management estate planning and tax planning
- Excellent interpersonal and communication skills
- Financial planning software experienceConquest Planningpreferred
- Experience in client facing roles with the opportunity to provide financial services
Education/Skills/Designations:
- Bilingualism in French and English
- IQPF designation
- College or University degree
In addition to French the successful candidate must also have sufficient knowledge of English as thework involves interacting and collaborating regularly with groups and individuals based in Toronto aswell as constantly interacting with other people including clients who speak English locally andelsewhere. #LI-CV1
Location(s): Canada : Quebec : Montreal
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:
IC
Key Skills
- GIS
- JAWS
- Military Experience
- Business Management
- Emergency Management
- Joint Operations
- Production Planning
- Relationship Management
- Strategic Planning
- ERP Systems
- Exercise Planning
- MRP
About Company
Scotiabank is one of the leading foreign banks serving large national and multinational corporations in the U.S. through its Global Banking and Markets, Global Transaction Banking and Wealth Management business lines.
