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Title posted on CareerBeacon - ScotiaMcLeod Senior Financial Planning Associate - Edmonton
Posted on October 25, 2024 by Employer details Scotiabank
Job details
Requisition ID: 193000Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose The primary purpose of the Senior Financial Planning Associate is to provide financial planning support to a dedicated Wealth Advisor team in preparing and delivery of personal financial plans to the Advisor's clients. WHAT YOU'LL BE DOING: In this job you will: Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. Proactively supports the financial planning needs of the Advisor's assigned clients which include a deep discovery with the client to uncover goals and objectives, preparing, presenting the plan and working with the Advisor to implement the recommendations identified in the plan; Proactively support the financial planning needs of advisors by: Inputting client data from documents submitted into the financial planning software; Building a financial 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; Actively tracking and managing the follow-up Action Plan items to ensure they are addressed 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; Contribute to the ongoing professional practice by participating in monthly Total Wealth Planning calls collaborating with local Senior Total Wealth Planners and Total Wealth Planning Associates to ensure a consistent product and process is delivered to clients; Provide general support to Wealth Advisor and team by providing updates on financial planning trends and strategic recommendations that may benefit their clients; Ensure that all financial plans are accurate and adhere to the Financial Planning Defaults & Standards which are guided by FP Canada; as well as recommend reasonable client focused strategies which requires maintaining an awareness of the latest legislative and financial industry policy; Maintain awareness and currency of the latest legislative and other financial industry changes that may affect Financial Planning techniques; Champion a high-performance environment and contributes to an inclusive work environment. DO YOU HAVE THE SKILLS: We'd love to work with you if you have: Designation, Licensing: CFP is required In-depth understanding of the comprehensive financial planning process including investments, asset protection, retirement, estate planning and tax issues College or University degree Proficient with Microsoft Office suite, specifically Word and Excel Advanced understanding of financial planning software; ability to model complex strategies and workarounds to incorporate new changes and legislations Experience in Total Wealth Planning engagement from client discovery, plan preparation to presentation delivery Experience in a client facing role with opportunity to provide financial advice Strong interpersonal and verbal communication skills Strong attention to detail and a results focused mindset Canadian Securities Course and/or Life Insurance License is an asset WHAT'S IN IT FOR YOU At ScotiaMcLeod we help employees build their futures ? where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development ? there are endless possibilities. At ScotiaMcLeod? you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here. The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovat- LocationEdmonton, AB
- Workplace information On site
- SalaryNot available
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source CareerBeacon #1969985
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