ScotiaMcLeod Senior Financial Planner - Saskatoon

Scotiabank; Saskatoon; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial services firm in Saskatoon is seeking a Senior Financial Planner to support Advisors in delivering comprehensive wealth management services. The ideal candidate will have a CFP designation or be a CA/CPA willing to obtain it, with at least 2 years of relevant experience. You will engage with clients to create Total Wealth Plans and deliver seminars, fostering strong client relationships. This position offers competitive compensation and benefits, along with professional development and a collaborative work environment.

Benefits

Competitive Compensation and Benefits package

Pension Plan

Employee Share Ownership Plan

Learning and Development opportunities via Scotia Academy

Qualifications

• 2+ years experience in Total Wealth Planning engagement.
• Ability to model complex strategies using financial planning software.

Responsibilities

• Support the Advisor's clients through Total Wealth Planning.
• Maintain financial planning professional practice standards.

Skills

CFP designation

Advanced understanding of financial planning software

Strong interpersonal and verbal communication skills

Education

CA/CPA with a willingness to complete the CFP designation

Job description

Requisition ID: 240309. 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 Planner, you will support an Advisor in Total Wealth Planning by preparing and delivering financial plans to clients.

IS THIS ROLE RIGHT FOR YOU

• 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 designation required or CA/CPA with a willingness to complete the CFP 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

WHATS 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

Location(s): Canada – Saskatchewan – Saskatoon

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.