Total Wealth Planning Associate Toronto, ON
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Requisition ID: 248030
Join a purpose driven winning team committed to results in an inclusive and high-performing culture.
About the Role
As a Total Wealth Planning Associate you will play a key role in supporting Scotia Wealth Management Advisors across Canada. You will prepare comprehensive holistic financial plans
provide expert guidance on planning software and contribute to the development of best-in-class financial planning practices.
If you are passionate about financial planning and eager to grow your expertise in a collaborative advisor-focused environment this role is an excellent opportunity.
Key Accountabilities
1. Advisor and Planning Support
Respond to advisor inquiries related to financial planning concepts and the Conquestplanning software.
Review refine and cobuild financial plans created by advisors to ensure accuracy and completeness.
Serve as a subject matter expert in planning software and modeling techniques.
2. Total Wealth Plan Development
Build or update comprehensive Total Wealth Plans submitted to the Central Planning Group.
Input and validate client data from supporting documents.
Model scenarios and recommend strategies that help clients meet their financial goals.
Identify referral opportunities to Wealth Partners (Team of Specialists) to deepen client relationships.
Deliver plans within established service-level timelines.
3. Contribute to Professional Practice
Stay current on legislation planning trends and industry changes.
Develop and refine planning software modelling strategies to incorporate new rules methodologies or planning considerations. Share best practices with the Team.
4. Contribute to the Effective Functioning of the Client Solutions Team
Build strong working relationships across the team and with various business lines and corporate partners.
Promote a culture of open transparent and collaborative communication.
Participate actively in team meetings knowledge-sharing and problem-solving discussions.
Contribute ideas that support innovation and continuous improvement.
Commit to a personal development plan that supports your career growth.
Job Requirements
Skills Experience and Competencies:
Knowledge of financial planning concepts: investments tax retirement estate planning risk management.
Strong interpersonal and communication skills.
Strong organizational and analytical skills.
Experience with financial planning software (Conquest experience is an asset).
A collaborative mindset and commitment to outstanding service.
Education and Qualification:
College or university degree.
Pursuing QAFP or CFP designation or equivalent financial planning credentials
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:
IC
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- 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.
