Associate Total Wealth Planner - Montreal, QC

Scotiabank; Montreal; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Montreal is seeking an Associate Total Wealth Planner to support the planning needs of senior planners and provide wealth services to clients. This role requires a strong understanding of financial planning, excellent communication skills, and bilingual proficiency in French and English. Ideal candidates have experience with financial planning software and a client-facing background.

Qualifications

• Bilingualism in French and English is required.
• Strong understanding of investments, asset protection, and estate planning.
• Experience working with complex financial planning inquiries.

Responsibilities

• Support planning needs of Senior Total Wealth Planner.
• Provide Wealth Planning services to clients under a million.
• Proactively support financial planning needs of advisors.

Skills

Strong understanding of financial planning process

Interpersonal and communication skills

Financial planning software experience (Conquest Planning)

Client facing experience in financial services

Education

IQPF designation

College or University degree

Tools

Conquest Planning

Job description

Requisition ID: 233131

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

Purpose:

The primary purpose of the Associate Total Wealth Planner is to provide plan input support to Senior Total Wealth Planners in market and to provide full planning engagements (discovery to delivery) to existing clients of SWM with investable assets of less than a million.

Key Accountabilities

• Support the planning needs of the local Senior Total Wealth Planner by:
  • Inputting data and scenario modelling in the Conquest Planning software
  • Identifying and communicating referral opportunities within each plan
  • Ensuring that all financial plans assigned are accurate, and completed in a timely manner pursuant to a Service Level Agreement
• Provide Wealth Planning services directly to clients below the million dollar threshold by:
  • Completing the planning process from discovery to plan presentation
  • Consulting with members of Team of Specialists to assist in uncovering appropriate strategies as appropriate
  • Working with Total Wealth Manager to promote the benefits of planning
  • Ensuring that all financial plans assigned are accurate and completed in a timely manner
• Proactively support the financial planning needs of advisors/Relationship Managers of Scotia Wealth Management in their local market by:
  • Counselling on complex financial planning inquiries
  • Assisting or completing modelling in Conquest Planning
  • Providing answers on related issues such as tax, estate or retirement planning
  • Coaching on financial plan presentations
  • Helping advisors identify referral opportunities within advisor completed plans

Qualifications

Experience:

• Strong understanding of the financial planning process including investments, asset protection, retirement, risk management, estate planning and tax planning
• Excellent interpersonal and communication skills
• Financial planning software experience, Conquest Planning preferred
• Experience in client facing roles with the opportunity to provide financial services

Education/Skills/Designations:

• Bilingualism in French and English
• IQPF designation (strong asset)
• College or University degree

“Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English in addition to French because they will be required to work closely with other groups from head office who operate primarily in English and they will serve and English-speaking clientele.”

Location(s): Canada : Quebec : Montreal

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 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.