Verified Job
Accounting - Finance
ScotiaMcLeod Senior Financial Planning Associate, Toronto
Accounting - Finance
#542271
Remote / WFH
Job Description
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, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.
BRIEF INTRODUCTION
As a Senior Financial Planning Associate, you will provide financial planning support to a dedicated Wealth Advisor team in preparing and delivery of personal financial plans to the Advisor’s clients.
IS THIS ROLE RIGHT FOR YOU
In the role you will:
Champion an integrated and organized approach to planning through collaboration with internal specialists (Taxation, Insurance, Estate & Trust, Philanthropy).
Support the financial planning needs of an Advisor’s clients through the process of deep discovery and creation and delivery of a Total Wealth Plan
Support Advisor in 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 or IQFP (QC only) designation
More than 2 years of experience
In-depth understanding of the comprehensive financial planning process including investments, asset protection, retirement, estate planning and tax issue
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
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 – via Scotia Academy, a virtual learning experience to upskill and develop your skills at work or from your personal device
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. 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.
When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.
BRIEF INTRODUCTION
As a Senior Financial Planning Associate, you will provide financial planning support to a dedicated Wealth Advisor team in preparing and delivery of personal financial plans to the Advisor’s clients.
IS THIS ROLE RIGHT FOR YOU
In the role you will:
Champion an integrated and organized approach to planning through collaboration with internal specialists (Taxation, Insurance, Estate & Trust, Philanthropy).
Support the financial planning needs of an Advisor’s clients through the process of deep discovery and creation and delivery of a Total Wealth Plan
Support Advisor in 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 or IQFP (QC only) designation
More than 2 years of experience
In-depth understanding of the comprehensive financial planning process including investments, asset protection, retirement, estate planning and tax issue
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
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 – via Scotia Academy, a virtual learning experience to upskill and develop your skills at work or from your personal device
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. 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.
