Total Wealth Planner - Toronto, ON (225810)

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

Job summary

A leading bank in the Americas is seeking a Total Wealth Planner in Toronto. This role involves delivering tailored wealth plans for high-net-worth clients by collaborating with local advisors and specialists. The ideal candidate will have a university degree, CFP accreditation, and 5+ years' experience in high-net-worth financial planning, with a strong focus on building client relationships and driving results in compliance with regulatory standards.

Qualifications

• 5+ years of experience as a high-net-worth financial planner.
• University degree and CFP designation required.
• Experience in life insurance and Canadian securities.

Responsibilities

• Provide in-depth quality wealth planning advice for high-net-worth clients.
• Facilitate client workshops and seminars on financial planning topics.
• Collaborate with internal specialists to optimize client service.

Skills

Relationship Management

Strategic Planning

Business Management

Education

University degree

Accredited financial planning designation (CFP)

Life Insurance license

Canadian Securities Course

Estate and/or tax courses

Job description

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 Client Solutions / Canadian Wealth Management in Canada ensuring specific individual goals plans initiatives are executed / delivered in support of the teams 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 $750000 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 clients other external professional advisors (i.e. CPAs lawyers and other professionals as required) to provide optimal service on complex planning matters.
• Understand how the Banks 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 Scotiabanks 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)
• Minimum of 5 years of experience as a high-net-worth financial planner
• Life Insurance license
• Canadian Securities Course
• Estate and / or tax courses

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.

Key Skills

GIS,JAWS,Military Experience,Business Management,Emergency Management,Joint Operations,Production Planning,Relationship Management,Strategic Planning,ERP Systems,Exercise Planning,MRP

Employment Type : Full Time

Experience : years

Vacancy : 1

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