ScotiaMcLeod Senior Financial Planner Saskatoon
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Requisition ID: 240309
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 Planner you willsupport an Advisor in Total Wealth Planning by preparing and delivering financial plans to clients.
IS THIS ROLE RIGHT FOR YOU
In the role you will:
Support the financial planning needs of an Advisors clients throughthe process ofdeep discoveryandcreation and delivery ofaTotal Wealth Plan
Support Advisorin 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 designation required or CA/CPA with a willingness to complete the CFP designation and 2 years experience
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
Competitive Compensation and Benefits package including annual incentive plans time off entitlements Pension Plan Employee Share OwnershipPlanandfavourableemployee rates for employee banking
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
#SWM #LI-Onsite
Location(s): Canada : Saskatchewan : Saskatoon
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
Key Skills
- Estate Law
- Trusts
- Wealth Management
- Financial Services
- Financial Concepts
- Microsoft Outlook
- Microsoft Powerpoint
- Securities Law
- Financial Analysis
- Budgeting
- Financial Planning
- Wills
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.
