Wealth Planning Associate for High-Net-Worth Clients

Scotiabank; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial institution is seeking a Total Wealth Planning Associate in Toronto, Ontario. This role involves preparing financial plans for high net worth clients, supporting compliance and quality control, and ensuring thorough administrative processes. Candidates should have a strong understanding of financial planning and excellent communication skills. The position is client-facing, offering opportunities for providing financial advice and solutions.

Qualifications

• In-depth understanding of the comprehensive financial planning process including investments, asset protection, retirement, estate planning and tax issues.
• Excellent interpersonal and telephone skills.
• Client facing role where you would have the opportunity to provide financial advice.

Responsibilities

• Prepare financial plans for Senior Total Wealth Planners for HNW clients.
• Support the compliance and Quality Control mandate in your local area.
• Responsible for the administrative component of the financial planning process.

Skills

Team-focused

Accuracy and Thoroughness

Analytical Thinking

Customer Focus

Communication

Results Focused

Education

College or University degree

Working towards CFP, PFP

Tools

Financial Planning software

Microsoft Word

Microsoft Excel

Job description

A leading financial institution is seeking a Total Wealth Planning Associate in Toronto, Ontario. This role involves preparing financial plans for high net worth clients, supporting compliance and quality control, and ensuring thorough administrative processes. Candidates should have a strong understanding of financial planning and excellent communication skills. The position is client-facing, offering opportunities for providing financial advice and solutions.