Senior Total Wealth Planner Halifax, NS

Scotiabank Global Site; Halifax; On-site; CAD 80,000 - 120,000; Full time

Job summary

A leading financial institution in Halifax is seeking a Senior Total Wealth Planner to provide comprehensive financial advice to high-net-worth clients. This role involves collaborating with advisors, delivering end-to-end financial plans, and maintaining high professional standards. The ideal candidate has a university degree, a CFP designation, and over five years of experience in financial planning. The position offers a full-time commitment and the opportunity to make a significant impact in clients' financial success.

Qualifications

• University degree and CFP for high-net-worth financial planning.
• At least 5 years experience in a similar role.
• Strong relationship-building and presentation abilities.

Responsibilities

• Deliver end-to-end goals-based financial plans.
• Act as subject matter expert for financial planning.
• Build relationships with advisors and external experts.

Skills

Comprehensive technical understanding of financial planning process

Presentation skills related to financial matters

Excellent interpersonal skills

Knowledge of Wealth Management business line

Expert knowledge of financial planning software (Naviplan)

Education

University degree

Accredited financial planning designation (CFP)

Minimum of 5 years experience

Job description

Requisition ID : 236206

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

Purpose of Job

Financial Planning is a key service provided to clients of Scotia Wealth Management. The Senior Total Wealth Planner is responsible to proactively provide comprehensive financial planning advice and support to high-net‑worth clients and act as the in‑field subject matter expert and champion. The primary role of the planner will be to serve our Private Investment Counsel wealth advisors in Atlantic Canada with occasional support to other advisory business lines when capacity dictates.

Major Accountabilities

1. Responsible for delivery of end‑to‑end goals based financial plans by:
   • Gathering key pertinent data and information about the client through deep discovery
   • Preparing, analysing and reviewing the financial plan and client focused executive summary to ensure that it is congruent with the client's specific needs
   • Presenting the financial plan and related strategies
   • Identifying opportunities to deepen the relationship and drive business results.
2. Act as subject matter expert and champion for financial planning as a key service available as part of the Scotia Wealth Management value proposition:
   • Providing ongoing professional financial planning advice on complex strategies
   • Fostering and encouraging Advisors and Relationship Managers to incorporate financial planning in their business model.
   • Championing the value benefits and outcomes of financial planning to both advisors / RMs and clients.
   • Collaborating with internal colleagues (including taxation, insurance, consultants, will and estate planners, philanthropic group) to ensure there is an integrated and organized approach to financial planning
   • Providing local software support and advice as required
   • Preparing and facilitating client and staff workshops and seminars on various current topics relating to financial planning
3. Relationship building:
   • Develop professional relationships with local external experts (i.e., CAs, lawyers and other professionals as required) to provide optimal service on complex planning matters.
   • Build relationships with internal advisors / RMs and other experts to drive collaboration among team members
4. Maintain financial planning professional practice standards and internal service level agreement:
   • Remain current on all financial planning related topics
   • Follow standard procedures, best practices and professional codes of conduct in regard to client engagements.
   • Meet or exceed SLAs
5. Contribute to the effective functioning of the Financial Planning Advisory team by:
   • Participating actively in team learning development activities and team performance achievements.
   • Building effective working relationships across the team and with various business line and corporate function contacts
   • Maintaining a high level of customer service
   • Facilitating a culture of open and honest communication
   • Actively participating and contributing to touch bases and team meetings
   • Encouraging the generation of new ideas and approaches
   • Actively sharing knowledge and experience to enhance the development of all team members
   • Developing and executing a meaningful employee development plan

Functional Competencies

• Comprehensive technical understanding and execution of the financial planning process including investments, asset protection, retirement, estate planning, cash management and taxation issues
• Presentation skills particularly related to financial matters including the ability to present complex financial concepts in an easily understood manner
• Excellent inter‑personal skills and ability to quickly build relationships and trust.
• Working knowledge of the Wealth Management business line including the value proposition, the products and services it provides to high-net‑worth clients and the manner in which they are delivered
• Ability to work independently in a proactive manner as well as within a Team of Experts to identify opportunities while providing the highest level of service possible to the client
• Expert knowledge of financial planning software (Naviplan) to prepare financial plans
• Ability to travel to meet clients within a designated region to achieve goals in a timely manner
• Knowledge of insurance products and solutions

Educational Requirements

Required

• University degree
• Accredited financial planning designation (CFP)
• Minimum of 5 years of experience as a high-net-worth financial planner

Desirables

• TEP designation
• Life Insurance license
• Professional designation (CA, CMA, CGA, LLB)
• Canadian Securities Course
• Additional estate and / or tax courses

Location(s)

Canada : Nova Scotia : Halifax

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. 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.

Employment Type

Full Time

Experience

Senior IC

Vacancy

1