ScotiaMcLeod Senior Financial Planner - Ottawa

Requisition ID: 210439

As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.

When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.

BRIEF INTRODUCTION

As a Senior Financial Planner with ScotiaMcLeod, you will support an Advisor in Total Wealth Planning by preparing and delivering financial plans to clients.

IS THIS ROLE RIGHT FOR YOU

In the role you will:

• Support the financial planning needs of an Advisor’s clients through the process of deep discovery and creation and delivery of a Total Wealth Plan
• Support Advisor in implementation of Total Wealth Strategies in collaboration with Team of Specialists
• Champion a client focused culture to deepen client relationships
• Support Advisor in creating and delivering client seminars related to financial planning topics
• Maintain financial planning professional practice standards while staying current on all financial planning related topics

DO YOU HAVE THE SKILLS

We would love to work with you if you have:

• CFP or IQFP (QC only) designation and ≥ 2 years experience
• Advanced understanding of financial planning software; ability to model complex strategies
• Experience in Total Wealth Planning engagement from client discovery, plan preparation to presentation delivery
• Strong interpersonal and verbal communication skills

WHATS IN IT FOR YOU

• Competitive Compensation and Benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan and favourable employee rates for employee banking
• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers
• An organization committed to making a difference in our communities– for you and our clients
• An inclusive working environment that encourages creativity, curiosity and celebrates success
• Learning and Development – via Scotia Academy, a virtual learning experience to upskill and develop your skills at work or from your personal device

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