Senior Financial Planner Centralized Planning Group

Requisition ID : 209165

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

The financial planning process is how, as an organization, we choose to engage our clients, to help them achieve their goals and drive our business results.

Financial Planning is a cornerstone of the MD Financial Management’s service offer. The Senior Financial Planner (SFP) is responsible for teaming with the regional advisors in delivering an exceptional financial planning experience by providing relevant and tailored financial planning proposals and advice to MD clients.

The SFP conducts comprehensive and customized financial planning by leveraging best in class financial planning strategies and the use of financial planning software.

The SFP will share the financial planning process duties with the regional advisor, where the primary focus for the SFP is on the analysis and recommendation aspects of planning.

The regional advisor will primarily focus on deep discovery and data gathering along with the presentation of the planning work and accountability for implementation

Is this role right for you? In this role you will :

• Team with the regional advisor to develop comprehensive financial plans with varying levels of complexity.
• Work with the regional advisor to efficiently receive all client related quantitative & qualitative data.
• Conduct the relevant analysis on the client’s current situation, create different scenarios depending on client’s situation and draft specific recommendations on how the client can achieve their goals.
• Engage MD and Scotia team members, at the analysis stage, to build the necessary solutions into the planning output.
• Provide a planning document to the regional advisor within the pre-determined service-level-agreement (SLA) for further customization and presentation to the client.
• Participating in the tracking of opportunities derived from the financial planning work completed to spot trends and to further support the implementation of solutions within MD / Scotia
• Constantly improve your knowledge on all financial planning topics, areas and functions as set out by FP Canada / IQPF and MD Financials’ policies and procedures.
• Understand how Scotiabank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
• Actively pursues effective and efficient operations of his / her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML / ATF / sanctions and conduct risk.
• Champions a customer focused culture to deepen client relationships and leverage broader Scotiabank relationships, systems, and knowledge.
• Champions a high-performance environment and contributes to an inclusive work environment.

Education / Experience

• Min. 5 years’ experience as a financial planner and / or client-facing advisor.
• A degree in business, commerce, or financial planning
• Certified Financial Planner (CFP) designation or the equivalent IQPF designation for Quebec residents
• Has demonstrated comprehensive financial planning in the current role

Do you have the skills that will enable you to succeed in this role? We’d love to work with you if :

• You are inspired by doing the best for your clients and by providing tailored and timely planning advice and an exceptional focus on the client that results and sales effectiveness.
• You use your exceptional interpersonal skills to build rapport with the regional team to efficiently gather client data (quantitative and qualitative)
• You can work with the local advisors to quickly and clearly understand the client’s perspective and goals which in turn directly influences your choice of strategies and how they are presented to clients.
• You have demonstrated experience and expertise with financial planning software. Experience with Conquest is an asset.
• You are a rapid responder what’s urgent for your client is also urgent for you.
• You take great pride in your personal development and enjoy learning new tools and techniques
• You embrace change, adapt, and thrive in an ever-changing environment.
• You enjoy the collaborative process and look forward to partnering with other team members to best service your client.
• You have an in depth understanding of the tax and retirement planning needs of incorporated physicians
• For candidates outside of Quebec : Strong English mastery in written and oral. Knowledge of the French language is an asset.
• For candidates in Quebec : Strong French mastery in written and oral. And, in your functions you will be called to service English clients and interact with colleagues from other divisions outside of Quebec, therefore a mastery of English (written and oral) is also required for the role.

In accordance with the language needs assessment conducted by Scotiabank, the selected individual must be able to communicate in English, in addition to French, as they will closely collaborate with other corporate groups primarily working in English.

Location(s) : Canada : Quebec : Montreal Canada : New Brunswick : Moncton Canada : Ontario : Ottawa Canada : Quebec : Quebec Canada : Quebec : Sherbrooke

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.