Financial Planning Practice Lead - Calgary/Vancouver

Scotiabank; Calgary; On-site; CAD 140,000 - 180,000; Full time

Job summary

Scotia Wealth Management is seeking a Financial Planning Practice Lead to shape how we deliver client value through best‑in‑class planning practices. The role focuses on driving enterprise initiatives, coaching Advisors, and enabling high quality financial plans across the team.

You will design training curriculums, onboard Advisors to planning software, and ensure adherence to professional standards while advancing strategic growth.

Qualifications

• Demonstrated experience as a financial planner and/or client-facing Advisor.
• University degree in business, commerce or equivalent experience related to financial planning.
• Completion of the CFP designation or IQPF designation for Quebec residents.
• Proven track record of training and coaching.
• Ability to travel.
• Strong Presentation skills particularly related to financial matters.
• Ability to work as part of an interdependent team and individually with autonomy.

Responsibilities

• Develop and implement enterprise-wide financial planning initiatives and tools for Advisors.
• Design, develop and deliver field-delivered training curriculums.
• Coach and mentor Advisors across all facets of the financial planning process.
• Assist onboarding and training of new Advisors on planning software and standards.
• Review and assess the quality of financial plans to align with objectives and standards.
• Uphold professional standards and risk policies across Scotia Wealth.

Skills

Leadership

Coaching

Financial planning

Public speaking

Strategic thinking

Presentation skills

Interpersonal skills

Education

University degree in business

CFP designation

Tools

planning software

Job description

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

At Scotia Wealth Management, financial planning is more than a service – it’s a strategic approach to helping our clients achieve their goals while driving business results. The Financial Planning Practice Lead plays a pivotal role in shaping how we deliver this value. The Financial Planning Practice Lead is responsible for enhancing the client and Advisor experience by championing best-in-class financial planning practices. You will lead initiatives that support continuous improvement, provide expert coaching and training, and empower Advisors and Leaders to deliver exceptional financial planning services.

Major Accountabilities:

• Work closely with the Senior Manager – Financial Planning Operations and Execution, and other members of the Practice Excellence team, to develop and implement enterprise-wide financial planning initiatives and tools for Advisors that support exceptional client value and experience, business growth and sales effectiveness.
• Contribute to the design, development and delivery of field-delivered training curriculums that support the continuous professional growth and capability of Advisors.
• Partner with key stakeholders, including leadership, to support the coaching and mentoring of advisors across all facets of the financial planning process, fostering skill development and consistent planning excellence.
• Support the onboarding and training of new Advisors to effectively utilize the planning software, and follow financial planning practice standards, to deliver high quality financial plans to clients.
• Act as a trusted resource for Advisors by providing responsive support on financial planning matters, while proactively identifying opportunities to enhance effectiveness.
• Identify, document, and promote financial planning best practices to ensure consistency and excellence across Scotia Wealth.
• Analyze trends in Advisor needs to develop scalable solutions and foster continuous improvement in planning practices.
• Review and assess the quality of financial plans created by Advisors to ensure alignment with strategic objectives. Adjust focus of reviews as business needs and industry standards evolve.
• Uphold and promote adherence to professional standards, including internal polices, procedures, and industry best practices related to financial planning and client engagement. Ensure all activities reflect Scotiabank’s risk appetite.

Expectations of You:

• Theability to deliver –demonstrate accountability and follow-through to ensure high-quality outcomes and sustained impact.
• Aclient- centeredsense of urgency– prioritize what matters most to client, ensuring their needs remain top of mind in all actions and decisions.
• Bringversatility and professionalismto every task– demonstrate strong organizational, and planning skills. Confidently deliver presentations and communicate effectively in public speaking settings.
• The ability towork independentlyand aspart of a broader team –demonstrate initiative and accountability in all tasks. Leverage collaboration to generate innovative ideas. Contribute to a team culture that values shared success, open communication, and mutual support.
• The desire tolead by example– demonstrate a growth mindset, taking initiative and showing passion for continuous learning and improvement.
• Acommitment to employee development– offer positive reinforcement to build confidence, and deliver constructive feedback to strengthen skills and competence.
• Strategic muscle– apply strong strategic acumen to identify, interpret, and respond to business challenges and opportunities.
• Commit tocontinuous learning and development– stay current on industry trends, regulatory changes, and emerging client needs to enhance your effectiveness. Embrace learning as a core part of your professional growth and contribution to the team.
• Confidence– in yourself, in your team and in Scotia Wealth’s products and value proposition.

Education/Work Experience/Designations:

• Demonstrated experience as a financial planner and/or client-facing Advisor.
• University degree in business, commerce or equivalent experience related to the practice of financial planning.
• Completion of theCertified Financial Planner (CFP)designation or the equivalent IQPF designation for Quebec residents.
• Proven track record of training and coaching.
• Ability to work non-standard hours.
• Ability to travel.
• Strong Presentation skills particularly related to financial matters. The ability to communicate complex concepts clearly and effectively.
• Ability to work as part of an interdependent team and individually when required. Works well with autonomy and is an excellent communicator in a modern, flexible work environment.
• Proven skills and experience in building and maintaining effective working relationships with clients, peers, client facing advisors, leadership, and senior management.
• Superior time management and prioritization skills and the ability to manage multiple projects at the same time.

Working Conditions:

• Planned business travel may be required

Location(s): Canada : Alberta : Calgary || Canada : British Columbia : Vancouver

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.