Financial Planning Associate - Toronto, Canada - Scotiabank

Scotiabank

Verified Company

Toronto, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Requisition ID: 198898

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

Purpose of Job:

The primary purpose of the Financial Planning Associate is to provide Regional support to Scotia Wealth Management advisors and Specialists.

The Associate is also required to work very closely with other members of the Team of Specialists during plan preparation.

Accountabilities:

1.

Proactively support the planning needs of Wealth Advisors and Relationship Managers by:

Preparing plans submitted by Wealth Advisors and Relationship Managers
Inputting client data from documents submitted into the WealthPrint software
Working with Advisors to create a Total Wealth Plan that addresses their clients' immediate and future goals and objectives
Providing alternative scenarios or solutions when clients are unable to meet goals
Identifying and communicating referral opportunities to advisors by completing Executive Summaries and Action Plans
Acting as liason between Team of Experts and Advisors
Ensuring that all plans assigned are accurate and completed in a timely manner pursuant to the Service Level Agreement

Education/Work Experience/Designations:

In depth understanding of the comprehensive financial planning process including investments, asset protection, retirement, estate planning and tax issues.
College or University degree
Working towards CFP
Excellent Computer Skills (Word and Excel)
Excellent interpersonal and telephone skills
Client facing role where you would have the opportunity to provide financial advice
Conquest software experience

Location(s): Canada : Ontario : Toronto

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.