PURPOSE:

The primary purpose of the Senior Financial Planning Associate is to provide financial planning that is closely integrated with wealth management, as it supports the Wealth Advisor team in laying the groundwork for creating and developing a comprehensive wealth strategy for clients including the preparation and delivery of personal financial plans. The role will contribute to the development and management of the Advisor’s business through client relationship management and through identification of growth opportunities.

WHAT YOU’LL BE DOING:

In this role you will:

• Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
• Proactively support the financial planning needs of the Advisor’s assigned clients which include a deep discovery with the client to uncover goals and objectives, preparing, presenting the plan and working with the Advisor to implement the recommendations identified in the plan
• Proactively support the financial planning needs of advisors by:
  • Inputting client data from documents submitted into the financial planning software;
  • Building a financial plan that addresses their clients’ immediate and future goals and objectives;
  • Providing alternative scenarios or solutions when clients are unable to meet goals;
  • Identifying and communicating referral opportunities to advisors
• Champion an integrated and organized approach to planning through collaboration with internal specialists (Taxation, Insurance, Estate & Trust, Philanthropy). Advocate for advisors to leverage the right planning resources for the right clients and help triage clients into the appropriate channel
• Contribute to the ongoing professional practice by participating in monthly Total Wealth Planning calls collaborating with local Senior Total Wealth Planners and Total Wealth Planning Associates to ensure a consistent product and process is delivered to clients
• Provide support to Wealth Advisor and team by providing updates on financial planning and industry trends and strategic recommendations that may benefit their clients

DO YOU HAVE THE SKILLS:

We’d love to work with you if you have

• Licensing: CFP or IQFP is required
• Licensed as a Registered Representative with the Canadian Investment Regulatory Organization (CIRO)
• College or University degree
• In-depth understanding of the comprehensive financial planning process including investments, asset protection, retirement, estate planning and tax issues
• Experience in Total Wealth Planning engagement from client discovery, plan preparation to presentation delivery
• Experience in a client facing role with opportunity to provide financial advice
• Strong interpersonal and verbal communication skills
• Strong attention to detail and a results focused mindset

WHAT’S 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 – free access to Scotia Academy to upskill and develop your skills.