Total Wealth Planner - Oakville, ON

Scotiabank; Oakville; On-site; CAD 90,000 - 130,000; Full time

Job summary

Scotiabank is seeking a Total Wealth Planner in Ontario, Oakville, to deliver comprehensive Total Wealth Plans for high-net-worth clients, working directly with SWM advisors and specialists. The role requires a university degree, CFP or CPA designation, and 5+ years of high-net-worth planning experience, plus life insurance license and Canadian securities education.

You will lead discovery through plan presentation, coordinate with Taxation, Estate & Trust, and other specialists, and help

Qualifications

• University degree required
• Accredited financial planning designation (CFP or CPA)
• Minimum of 5 years of experience as a high-net-worth financial planner
• Life Insurance license and Canadian Securities Course
• Estate and/or tax courses

Responsibilities

• Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships.
• Provide in-depth wealth planning advice for all life stages and intergenerational transfers.
• Conduct full wealth planning process from discovery to plan presentation with integrated specialists.
• Increase breadth of client base by delivering plans to new high-net-worth clients.
• Collaborate with internal specialists (Taxation, Insurance, Estate & Trust, Philanthropy) to tailor plans.
• Build and manage relationships with client professionals to ensure seamless service.
• Ensure compliance with regulations, internal policies, and risk controls.

Skills

Wealth planning

Client relationships

Intergenerational planning

Financial acumen

Education

University degree

CFP or CPA

Canadian Securities Course

Estate and/or tax courses

Job description

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Requisition ID: 272556
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Purpose

Contributes to the overall success of the Total Wealth Planning, Global Wealth Solutions / Canadian Wealth Management in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

Total Wealth Planners (TWPs) are the “in-field” resource to create and deliver Total Wealth Plans for High-Net-Worth clients working directly with SWM advisors and their clients. TWPs work closely with advisors and local team of specialists to formulate and present strategic Total Wealth Plans and full comprehensive Total Wealth Plans.

Accountabilities

• Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
• Provide In-depth, quality wealth planning advice for all life stages. Guidance through intergenerational wealth transfer process and consults related to Advisor-led Total Wealth Plans
• Conduct full total wealth planning process from discovery to plan presentation. Facilitate our value proposition of trusted advice and customized solutions. Typical client profiles are HNW clients with investable assets of at least $750,000 seeking custom tailored strategies including business owners and professionals interested to accumulate, preserve and pass on their wealth; executives with stock options, wealthy individuals with complex family dynamics such as blended families
• Increase breadth of client base (i.e. new clients), measured by plans completed to advisors not previously engaged
• Champion an integrated and organized approach to planning through collaboration with internal specialists (Taxation, Insurance, Estate & Trust, Philanthropy) Advocate for advisors to leverage the right planning resources for the right clients and help triage clients into the appropriate channel. Prepare and facilitate client and staff workshops and seminars on various current topics relating to financial planning as required.
• Build and manage relationships to drive collaboration to provide a seamless and cohesive client experience; work effectively with client’s other external professional advisors (i.e. CPAs, lawyers, and other professionals as required) to provide optimal service on complex planning matters.
• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
• Actively pursues effective and efficient operations of his/her 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.
• Champions a high-performance environment and contributes to an inclusive work environment.

Dimensions

• Supports Advisors and Advisor Teams across Scotia Wealth Management; ScotiaMcLeod, Private Banking, Private Investment Counsel, Scotiatrust
• Financial Planning is a cornerstone of the offerings of Scotia Wealth Management
• This is a highly visible position that is expected to meet with high-net-worth clients and work closely with the Wealth Advisors / Primary Relationship Managers in advising and building/delivering personal financial plans
• The client profile is a minimum of "high net worth" with investible assets of at least $1 million and/or those with complex planning needs.

Education / Experience

Required:

• University degree
• Accredited financial planning designation (CFP or CPA)
• Minimum of 5 years of experience as ahigh-net-worth financial planner
• Life Insurance license
• Canadian Securities Course
• Estate and/or tax courses

Location(s): Canada : Ontario : Oakville
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.

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