Requisition ID : 201432
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Purpose
The primary purpose of the Total Wealth Planning Associate is to provide National 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 ScotiaMcLeod Wealth Advisors and Private investment Counsel Relationship Managers by :
- Preparing plans submitted to the Central Planning Group by ScotiaMcLeod Wealth Advisors and Private Investment Counsel 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 an Executive Summary and Action Plan in all plans created in the Central Planning Group
- Acting as liaison 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
2. Supporting the domiciled Senior Total Wealth Planners and / or branch planners by :
- Inputting client data into the WealthPrint software
- Supporting advisor planning activity within the region
- Providing total wealth planning associated tax, retirement and estate planning support to advisors
- Print and Bind plans as requested by advisors or Senior Total Wealth Planners
3. Supporting the Central Planning Group phone and email help line by :
- Answering phone and email inquiries on total wealth planning associated questions and / or software support
- Assisting users with plans they have created themselves using WealthPrint
- Maintaining a high level of customer service
4. Proactively contribute to ongoing professional practice in the Central Planning Group by :
- Maintaining awareness and currency of the latest legislative and other financial industry changes that may affect planning techniques
- Writing articles or bulletins regarding legislative changes, planning best practices or ad hoc requests from advisors
- Developing modeling strategies for the software to incorporate new legislation
5. Contribute to the effective functioning of Client Solutions team by :
- Building effective working relationships across the team and with various business lines and corporate function contacts
- 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
Skills and Experience
1. Understanding of the total wealth planning process, including investments, asset protection, retirement, estate planning, and tax planning
2. Excellent interpersonal and telephone skills
3. Naviplan experience
Education and other requirements
1.College or University degree
2.Working towards CFP desigination
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