Scotiabank

Senior Total Wealth Planner - Quebec City

Scotiabank$90K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Professional designation: CPA required
  • University degree required
  • Accredited financial planning designation (IQPF for Quebec) required
  • Minimum 5 years of high net worth financial planning experience
  • Knowledge of insurance products and solutions
  • TEP designation desirable
  • Life Insurance license desirable

Responsibilities

  • Gather pertinent client data through deep discovery
  • Prepare and analyze comprehensive financial plans for clients
  • Present financial plans and related strategies to clients
  • Identify opportunities to deepen client relationships and drive business results
  • Provide ongoing financial planning advice on complex strategies
  • Collaborate with internal experts to ensure organized financial planning
  • Maintain professional practice standards and meet service level agreements

Benefits

  • Inclusive and high-performing culture
  • Opportunity to work with high net worth clients
  • Professional development and learning opportunities
  • Collaborative team environment
  • Access to a range of internal resources and expertise for clients
  • Opportunity to actively participate in workshops and seminars
  • Commitment to creating an accessible environment for all employees
Full Job Description
Requisition ID: 253151

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.

Major Accountabilities:

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, analyzing 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.


Act as subject matter expert and champion for financial planning as a key service available as parat 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 sofware support and advice as required
  • Preparing and facilitating client and staff workshops and seminars on various current topics relating to financial planning


Relationship building
  • Develop professional relationships with local external experts (i.e. CA's, 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
  • Maintain financial planning professional practice standards and internal service level agreement.
  • Remain current on all financial planning related topics
  • Following standard procedures, best practices and professional codes of conduct in regards to client engagements.
  • Meet or exceed SLAs


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 share 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. This includes the ability to ensure experts are engaged at the right time and in the appropriate manner so as to maximize client service and opportunities for Wealth Management
  • Expert knowledge of financial planning software (Naviplan) in order 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:
  • Professional designation: CPA
  • University degree
  • Accredited financial planning designation (IQPF applicable for Quebec)
  • Minimum of 5 years of experience as a high net worth financial planner


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


In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.

Location(s): Canada : Quebec : Quebec

About Scotiabank

Scotiabankers are committed to helping individuals, companies, and communities to thrive in a changing world. From personal and business banking, brokerage, and insurance, to private wealth, and the most sophisticated commercial, corporate and institutional services, they serve the diverse needs of some 21 million customers in more than 55 countries. Founded in 1832 in Halifax, Nova Scotia, their growth has always been fuelled by the success of their customers and their longevity secured by an unshakable commitment to carefully and expertly managing risk and capital. That focus on doing what's right for customers—short- andlong-term—has made us a global financial services leader. Headquartered in Canada, they are over 86, 000 Scotiabankers strong. Each of us are committed to being the best at understanding their customers' needs and all of us working together to deliver practical advice and relevant solutions that help their customers become financially better off.

Scotiabank Careers

Join Scotiabank, a premier financial institution, and become part of a diverse and inclusive team that’s leading the way in global banking. At Scotiabank, we offer more than just job opportunities; we provide a platform for professional growth and innovation in the financial services industry.

Work You’ll Do

At Scotiabank, we’re not just filling positions; we’re cultivating leaders. Dive into a workplace where diversity training and leadership development shape the path to your future. Our commitment to professional growth is evident in our robust training programs and continuous learning opportunities that foster innovation and strategic thinking.

Explore a World of Opportunities

Whether you’re looking for a full-time position, an internship, or a leadership role, Scotiabank has a spectrum of opportunities to fit your career ambitions. Our team is composed of individuals who bring a wealth of skills and perspectives to our company, driving us forward with their creativity and strategic insights.

Innovative Work Environment

Scotiabank’s culture is one of collaboration and respect, where each team member’s contribution is valued. Engage in meaningful work that challenges you to leverage your skills and push the boundaries of what’s possible in the banking sector. Our innovative projects not only support the growth of the company but also ensure our position as a leader in the industry.

Benefits and Growth

Choosing a career at Scotiabank means opting for a life of growth and opportunity. Our employees enjoy competitive benefits, including comprehensive health coverage, retirement plans, and flexible working conditions, all designed to support your career and personal life. We believe in nurturing our team’s potential by providing them with the tools they need to succeed both professionally and personally.

Join Our Team

Ready to take the next step in your career? Explore the job opportunities at Scotiabank by searching our open positions that match your skills and interests. We are continuously hiring and looking for passionate, curious, and solution-driven team players.

Networking and Professional Development

Stay connected and advance your career through Scotiabank’s extensive networking opportunities. Participate in events that connect you with other professionals and leaders within the industry. Our career resources will help you prepare your resume, ace your interviews, and land the job that best suits your career goals.

Stay Ahead

Keep up to date with the latest in career tips, industry insights, and company news—all from the people who work here at Scotiabank. Personalize your experience by subscribing to job alert emails tailored to your preferences and be the first to know about new openings and exciting developments. Join Scotiabank and be part of a team that values integrity, respect, and accountability. Discover how your career can flourish in an environment committed to your professional development and personal growth.
Learn more about Scotiabank
Size
90,619 employees
Market Cap
$57.5 billion
Industry
5 Year Trend
+7%
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