Senior Financial Planner Centralized Planning Group

MD Financial Management; Ottawa; On-site; CAD 70,000 - 100,000; Full time

Job summary

MD Financial Management is seeking a Financial Planner in Ottawa to develop comprehensive financial plans and provide tailored advice to clients. Applicants should have a minimum of 5 years of experience, ideally as a client-facing advisor, with a background in business or finance. The role emphasizes collaboration and customer-focused culture to deepen client relationships using advanced financial planning tools and expertise.

Qualifications

• Min. 5 years’ experience as a financial planner or client-facing advisor.
• Life License (LLQP) for provinces outside Quebec or willingness to obtain.
• In-depth understanding of tax and retirement planning for incorporated physicians.

Responsibilities

• Develop comprehensive financial plans with varying levels of complexity.
• Analyze client’s current situation and draft recommendations.
• Collaborate with the regional advisor and team members throughout the planning process.

Skills

Financial planning

Interpersonal skills

Client relationship management

Adaptability

Education

Degree in business, commerce, or financial planning

Certified Financial Planner (CFP)

Tools

Financial planning software

Conquest

Job description

Team with the regional advisor to develop comprehensive financial plans with varying levels of complexity.

Work with the regional advisor to efficiently receive all client related quantitative & qualitative data.

Conduct the relevant analysis on the client’s current situation, create different scenarios depending on client’s situation and draft specific recommendations on how the client can achieve their goals.

Engage MD and Scotia team members, at the analysis stage, to build the necessary solutions into the planning output.

Provide a planning document to the regional advisor within the pre-determined service-level-agreement (SLA) for further customization and presentation to the client.

Participate in the tracking of opportunities derived from the financial planning work completed to spot trends and support the implementation of solutions within MD / Scotia.

Constantly improve your knowledge on all financial planning topics, areas, and functions as set out by FP Canada / IQPF and MD Financials’ policies and procedures.

Understand how Scotiabank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.

Actively pursue effective and efficient operations of your respective areas in accordance with Scotiabank’s Values, its Code of Conduct, and the Global Sales Principles, while ensuring the adequacy, adherence to, and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML / ATF / sanctions, and conduct risk.

Champion a customer-focused culture to deepen client relationships and leverage broader Scotiabank relationships, systems, and knowledge.

Champion a high-performance environment and contribute to an inclusive work environment.

The Must Haves :

Min. 5 years’ experience as a financial planner and/or client-facing advisor.

A degree in business, commerce, or financial planning

Certified Financial Planner (CFP) designation or the equivalent IQPF designation for Quebec residents.

Demonstrated comprehensive financial planning in the current role.

Life License (LLQP) for provinces other than Quebec; or the title financial security advisor from Quebec or a willingness to complete it.

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you :

Are inspired by doing the best for your clients and by providing tailored and timely planning advice with an exceptional focus on the client that results in sales effectiveness.

Use your exceptional interpersonal skills to build rapport with the regional team to efficiently gather client data (quantitative and qualitative).

Can work with local advisors to quickly and clearly understand the client’s perspective and goals, which in turn directly influences your choice of strategies and how they are presented to clients.

Have demonstrated experience and expertise with financial planning software. Experience with Conquest is an asset.

Are a rapid responder – what’s urgent for your client is also urgent for you.

Take great pride in your personal development and enjoy learning new tools and techniques. You embrace change, adapt, and thrive in an ever-changing environment.

You enjoy the collaborative process and look forward to partnering with other team members to best serve your client.

You have an in-depth understanding of the tax and retirement planning needs of incorporated physicians.