Requisition ID: 219986
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Purpose
The primary purpose of the Associate Total Wealth Planner is to provide plan input support to Senior Total Wealth Planners in market and to provide full planning engagements (discovery to delivery) to existing clients of SWM with investable assets of less than a million.
Key Accountabilities
Support the planning needs of the local Senior Total Wealth Planner by:
- inputting data and scenario modelling in the Conquest Planning software
- identifying and communicating referral opportunities within each plan
- ensuring that all financial plans assigned are accurate, and completed in a timely manner pursuant to a Service Level Agreement
Provide Wealth Planning services directly to clients below the million dollar threshold by:
- completing the planning process from discovery to plan presentation
- consulting with members of Team of Specialists to assist in uncovering appropriate strategies as appropriate
- working with Total Wealth Manager to promote the benefits of planning
- ensuring that all financial plans assigned are accurate and completed in a timely manner
Proactively support the financial planning needs of advisors/Relationship Managers of Scotia Wealth Management in their local market by:
- counselling on complex financial planning inquiries
- assisting or completing modelling in Conquest Planning
- providing answers on related issues such as tax, estate or retirement planning
- coaching on financial plan presentations
- helping advisors identify referral opportunities within advisor completed plans
Experience
- Strong understanding of the financial planning process including investments, asset protection, retirement, risk management, estate planning and tax planning
- Excellent interpersonal and communication skills
- Financial planning software experience, Conquest Planning preferred
- Experience in client facing roles with the opportunity to provide financial services
Education
- CFP designation
- College or University degree
Location(s): Canada : Alberta : Edmonton || Canada : Alberta : Calgary
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.
