Requisition ID: 225734
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

2. ACT AS SUBJECT MATTER EXPERT AND CHAMPION FOR FINANCIAL PLANNING AS A KEY SERVICE AVAILABLE AS PARAT OF THE SCOTIA WEALTH MANAGEMENT VALUE PROPOSITION:

• Providing ongoing professional financial planning advice on complex strategies
• Fostering and encouraging Advisors and Relationship Managers to incorporate financial planning in their business model.
• Championing the value, benefits and outcomes of financial planning to both advisors/RMs and clients.
• Collaborating with internal colleagues (including taxation, insurance consultants, will and estate planners, philanthropic group) to ensure there is an integrated and organized approach to financial planning
• Providing local software support and advice as required
• Preparing and facilitating client and staff workshops and seminars on various current topics relating to financial planning

PURPOSE OF JOB:

Financial Planning is a key service provided to clients of Scotia Wealth Management. The Senior Total Wealth Planner is responsible to proactively provide comprehensive financial planning advice and support to high net worth clients and act as the in-field subject matter expert and champion.

1. RESPONSIBLE FOR DELIVERY OF END-TO-END GOALS BASED FINANCIAL PLANS BY:

• Gathering key pertinent data and information about the client through deep discovery
• Preparing, analyzing and reviewing the financial plan and client focused executive summary to ensure that it is congruent with the client’s specific needs
• Presenting the financial plan and related strategies
• Identifying opportunities to deepen the relationship and drive business results.