ScotiaMcLeod Senior Financial Planning Associate - Ottawa

Scotiabank; Ottawa; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Senior Financial Planning Associate to enhance client relationships and deliver tailored financial strategies. This role emphasizes a client-centric approach, integrating comprehensive wealth management principles to support the Advisor team. You'll work collaboratively with internal specialists to create personalized financial plans that address clients' immediate and future goals. Join a forward-thinking organization that values diversity and inclusion, offering a dynamic work environment where innovation thrives. If you are passionate about helping clients achieve their financial objectives, this opportunity is perfect for you.

Benefits

Diversity and Inclusion Commitment

Performance-Oriented Culture

Learning and Development Opportunities

Collaborative Team Environment

Qualifications

• CFP or IQFP certification required for financial planning.
• In-depth understanding of investments, estate planning, and tax issues.

Responsibilities

• Provide integrated financial planning for clients with a focus on their goals.
• Support Wealth Advisors by preparing and presenting financial plans.

Skills

CFP or IQFP Certification

Client Relationship Management

Financial Planning Process

Interpersonal Communication

Attention to Detail

Education

College or University Degree

Tools

Financial Planning Software

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.

PURPOSE:

The primary purpose of the Senior Financial Planning Associate is to provide financial planning that is closely integrated with wealth management, as it supports the Wealth Advisor team in laying the groundwork for creating and developing a comprehensive wealth strategy for clients including the preparation and delivery of personal financial plans. The role will contribute to the development and management of the Advisor’s business through client relationship management and through identification of growth opportunities.

WHAT YOU’LL BE DOING:

• Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
• Proactively support the financial planning needs of the Advisor’s assigned clients, including deep discovery with the client to uncover goals and objectives, preparing, presenting the plan, and working with the Advisor to implement the recommendations identified in the plan.
• Input client data from documents submitted into the financial planning software.
• Build a financial plan that addresses clients’ immediate and future goals and objectives.
• Provide alternative scenarios or solutions when clients are unable to meet goals.
• Identify and communicate referral opportunities to advisors.
• Champion an integrated and organized approach to planning through collaboration with internal specialists (Taxation, Insurance, Estate & Trust, Philanthropy).
• Contribute to the ongoing professional practice by participating in monthly Total Wealth Planning calls collaborating with local Senior Total Wealth Planners and Total Wealth Planning Associates to ensure a consistent product and process is delivered to clients.
• Provide support to Wealth Advisor and team by providing updates on financial planning and industry trends and strategic recommendations that may benefit their clients.

DO YOU HAVE THE SKILLS:

• Licensing: CFP or IQFP is required.
• Licensed as a Registered Representative with the Canadian Investment Regulatory Organization (CIRO) is considered an asset.
• College or University degree.
• In-depth understanding of the comprehensive financial planning process including investments, asset protection, retirement, estate planning, and tax issues.
• Experience in Total Wealth Planning engagement from client discovery, plan preparation to presentation delivery.
• Experience in a client-facing role with opportunity to provide financial advice.
• Strong interpersonal and verbal communication skills.
• Strong attention to detail and a results-focused mindset.

WHAT’S IN IT FOR YOU:

• At ScotiaMcLeod, we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities.
• 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 – free access to Scotia Academy to upskill and develop your skills.

Location(s): Canada : Ontario : Ottawa

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. 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.