Senior Manager, Financial Planning Practice Management Toronto, ON
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Job Location:
Monthly Salary:
Posted on:
4 hours ago
Vacancies:
1 Vacancy
Job Summary
Requisition ID: 244572
Join a purpose driven winning team committed to results in an inclusive and high-performing culture.
Purpose of Role:
This role is responsible for enabling the professional practice management of the Advisor network across Scotiabank partners who use the Conquest Planning software. It focuses on driving financial planning engagement operational excellence and business results through strategic initiatives coaching content development and collaboration across business lines.
Key Responsibilities:
1. Financial Planning Engagement & Business Results
- Promote and drive strong financial planning engagement across all advisor channels.
- Develop national best practices for financial planning performance and sales techniques.
- Create and deliver content (articles brochures webinars) to support Total Wealth Planning.
- Act as a subject matter expert for external communications and presentations.
- Technical support and escalation resource for the Total Wealth Planning team addressing complex tax insurance estate planning questions.
2. Practice Management & Coaching
- Mentor and coach the various roles within the Total Wealth Planning Team.
- Support all partners by creating a sustainable training Financial Planning program that enhances the planning capabilities from discovery to plan presentation and implementation.
- Co-ordinate the compliance/ plan oversight for all financial planning sources across Scotiabank.
3. Cross-functional Collaboration & Innovation
- Liaise with marketing internal partners and Teams of Specialists to optimize planning initiatives.
- Represent financial planning in cross-functional projects (technology regulatory business development) as a Subject Matter Expert
- Stay current with industry trends and integrate best practices into planning strategies.
4. Team Contribution & Culture
- Foster a culture of open communication collaboration and continuous improvement.
- Participate in team development activities and contribute to performance achievements.
- Share knowledge and encourage innovation across the team.
Qualifications
Required:
- University degree
- Accredited financial planning designation (CFP IQPF for Quebec)
- 510 years of experience as a practicing financial planner/advisor/leader in the HNW space
- Strong understanding of financial planning disciplines: investments retirement estate taxation risk management
- Excellent written and presentation skills
Preferred:
- Life Insurance license or strong knowledge of insurance solutions
- Expertise in integrating taxation principles into planning
- Experience with financial planning software
- Proven leadership experience with small to medium-sized teams
Functional Competencies:
- Strong presentation and communication skills
- Ability to work independently and collaboratively in a flexible work environment
- Proven ability to build effective relationships across teams and levels
- Strategic influencing and people management skills
- Superior time management and multitasking abilities
Working Conditions:
- Follow Scotiabank policy for return to work
- Business travel requires frequent trips to Toronto Head Office
- Business travel requires trips to various locations within Canada
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 Manager
Key Skills
- Internal Audit
- Financial Services
- Financial Performance
- Variance Analysis
- Journal Entries
- Account Management
- ACH
- Customer Accounts
- General Ledger Accounts
- Payroll
- Customer Relationships
- Financial Statements
- Annual Reports
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.
