ScotiaMcLeod Financial Planner - Ottawa

Scotiabank; Ottawa; On-site; CAD 80,000 - 100,000; Full time

Job summary

A major bank in Canada is seeking a Financial Planner in Ottawa to support advisors in delivering comprehensive financial plans. The ideal candidate has a CFP or IQFP designation, at least 2 years of experience, and strong communication skills. This role includes collaborating with specialists and maintaining professional standards, offering competitive compensation and excellent benefits.

Benefits

Competitive Compensation and Benefits package

Annual incentive plans

Pension Plan

Employee Share Ownership Plan

Favourable employee rates for banking

Learning and Development via Scotia Academy

Qualifications

• CFP or IQFP (QC only) designation and ≥ 2 years experience.
• Ability to model complex strategies using financial planning software.
• Experience from client discovery through presentation delivery.

Responsibilities

• Support the financial planning needs of an Advisor’s clients.
• Implement Total Wealth Strategies in collaboration with a Team of Specialists.
• Create and deliver client seminars related to financial planning topics.

Skills

CFP or IQFP designation

Advanced understanding of financial planning software

Experience in Total Wealth Planning engagement

Strong interpersonal and verbal communication skills

Job description

Requisition ID: 210439

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 Financial Planner with ScotiaMcLeod, you will support an Advisor in Total Wealth Planning by preparing and delivering financial plans to clients.

Is this role right for you

In the role you will

• 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 and ≥ 2 years experience
• 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

• Competitive Compensation and Benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan and favourable employee rates for employee banking
• 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

#SWM #LI-Onsite #LI-HA1

Location(s): Canada : Ontario : Ottawa

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. 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.