Associate Financial Planner - MD Financial Planning

Scotia Wealth Management; Quebec; On-site; CAD 60,000 - 80,000; Full time

Job summary

MD Financial Management's MD Financial Planning Office is seeking an Associate Financial Planner to provide centralized financial planning and paraplanning support to senior planners across multiple offices in Canada.

You will interpret financial information, help prepare complex plans, and collaborate with teams to maintain SLA, improve processes, dashboards, and KPIs, while guiding a culture of client-focused service and ongoing professional development.

Qualifications

• Hold a degree in Business Administration, Commerce, or Financial Planning.
• Hold CFP designation or Pl. Fin designation (in Quebec) or be willing to obtain it within the next year.
• Have a minimum of three years of client-facing experience in the financial services industry.
• Possess a strong understanding of the tax planning and retirement planning needs of incorporated physicians.

Responsibilities

• Monitor incoming demand of financial plans for the team and assign the cases to the most appropriate planner to maintain our Service Level Agreement (SLA).
• Maintain and improve our processes and documentation.
• Act as a liaison with our reporting team to ensure our results are reporting properly. Propose improvements to our dashboards and the way we track key performance indicators (KPIs).
• Actively share knowledge and experience to enhance the development of all team members.
• Team with the regional advisor to develop comprehensive financial plans with varying levels of complexity.
• Constantly improve your knowledge on all financial planning topics, areas, and functions as set out by FP Canada/IPF and MD Financials’ policies and procedures.
• Champion a customer-focused culture to deepen client relationships and leverage broader Scotiabank relationships, systems, and knowledge.
• Proactively contribute to ongoing professional practice in the MD Financial Planning Office by maintaining awareness and currency of the latest legislative and other financial industry changes that may affect financial planning standards and practices

Skills

CFP designation

Pl. Fin. designation (Quebec)

3+ years client-facing experience

Financial planning knowledge

Bilingual (English/French)

Education

Degree in Business Administration / Commerce / Financial Planning

Job description

Requisition ID: 270889

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

The financial planning process is how, as an organization, we choose to engage our clients to help them achieve their goals and drive our business results.

Financial Planning is a cornerstone of the MD Financial Management’s service offer. The Associate Financial Planner is responsible for providing centralized financial planning and paraplanning support to the senior financial planner groups in the MD Financial Planning Office. You will use your expertise in financial planning to support the preparation of often complex financial plans by interpreting and combining financial information available from multiple sources.

Is this role right for you? In this role you will:

• Monitor incoming demand of financial plans for the team and assign the cases to the most appropriate planner to maintain our Service Level Agreement (SLA).
• Maintain and improve our processes and documentation.
• Act as a liaison with our reporting team to ensure our results are reporting properly. Propose improvements to our dashboards and the way we track key performance indicators (KPIs).
• Actively share knowledge and experience to enhance the development of all team members.
• Take great pride in your personal development and enjoy learning new tools and techniques.
• Team with the regional advisor to develop comprehensive financial plans with varying levels of complexity.
• Constantly improve your knowledge on all financial planning topics, areas, and functions as set out by FP Canada/IPF and MD Financials’ policies and procedures.
• Champion a customer-focused culture to deepen client relationships and leverage broader Scotiabank relationships, systems, and knowledge.
• Proactively contribute to ongoing professional practice in the MD Financial Planning Office by maintaining awareness and currency of the latest legislative and other financial industry changes that may affect financial planning standards and practices

Education, Professional Experience, Certifications and Skills required:

• Hold a degree in Business Administration, Commerce, or Financial Planning.
• Hold the CFP (Certified Financial Planner) designation or the Pl. Fin. designation (in Quebec), or be willing to obtain it within the next year.
• Have a minimum of three years of client-facing experience in the financial services industry.
• Possess a strong understanding of the tax planning and retirement planning needs of incorporated physicians.

In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.

Location(s): Canada : Quebec : Montreal || Canada : New Brunswick : Moncton || Canada : Ontario : Ottawa || Canada : Quebec : Quebec || Canada : Quebec : Sherbrooke

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.