Requisition ID: 233807
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

EDUCATION/WORK EXPERIENCE/DESIGNATIONS:

• University degree
• Working towards a financial planning designation (CFP)
• Minimum of 2 years of experience in an advisory role within the Financial Services industry

BEHAVIOURAL COMPETENCIES:

• Team-focused: Working effectively with others to achieve common objectives. Taking action to create and sustain highly motivated groups to achieve common objectives. Helping integrate and sustain goals, roles and the responsibilities of the team.

• Accuracy and Thoroughness: Ensuring that work is completed correctly, thoroughly and is of high quality

• Analytical Thinking: Using a systematic approach to planning and problem solving.
• Customer Focus: Seeking information about the real, underlying needs of both internal and external customers, and taking personal responsibility for matching those needs to available or customized services. Correcting problems promptly and not defensively
• Communication: Choosing when and how to convey information and/or ideas concisely in ways that will be clearly understood. Listening to others. Tailoring approach to fit the person or audience. Ensuring internal/external communication channels, upward and downward, are open
• Results Focused: Maintaining a focus on the task at hand and the desired results. Identifying opportunities for increasing the bottom-line and pushing activities and projects in that direction.

Location(s): Canada : Ontario : Mississauga || Canada : Ontario : Oakville
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. 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

PURPOSE OF JOB:

Financial Planning is a key service provided to clients of Scotia Wealth Management. The primary purpose of the Total Wealth Planning Associate is to provide financial planning support to the Senior Total Wealth Planners in the GTA West market.

2. RESPONSIBLE FOR THE ADMINISTRATIVE COMPONENT OF THE FINANCIAL PLANNING PROCESS, IN ADDITION TO INPUTTING PLANS:

• Save all client files in a back-up network drive for security and audit purposes.
• File all documentation used to complete a plan appropriately and retain for 7 years.
• Order stationary as required for planning – plan covers, binders through head office etc.
• Where necessary work with the Team Wealth Manager to arrange meetings or provide updates on the HNW offering platform

Team-focused: Working effectively with others to achieve common objectives. Taking action to create and sustain highly motivated groups to achieve common objectives. Helping integrate and sustain goals, roles and the responsibilities of the team.

• Accuracy and Thoroughness: Ensuring that work is completed correctly, thoroughly and is of high quality
• Analytical Thinking: Using a systematic approach to planning and problem solving.
• Customer Focus: Seeking information about the real, underlying needs of both internal and external customers, and taking personal responsibility for matching those needs to available or customized services. Correcting problems promptly and not defensively
• Communication: Choosing when and how to convey information and/or ideas concisely in ways that will be clearly understood. Listening to others. Tailoring approach to fit the person or audience. Ensuring internal/external communication channels, upward and downward, are open
• Results Focused: Maintaining a focus on the task at hand and the desired results. Identifying opportunities for increasing the bottom-line and pushing activities and projects in that direction