Thursday , February 29 2024

Scotiabank Jobs at Calgary – Senior Total Wealth Planner

Website Scotiabank

Job Description:

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.

Job Responsibilities:

  • Relationship building
  • 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 ongoing professional financial planning advice on complex strategies
  • Preparing, analyzing and reviewing the financial plan and client focused executive summary to ensure that it is congruent with the client’s specific needs
  • Fostering and encouraging Advisors and Relationship Managers to incorporate financial planning in their business model.
  • Act as subject matter expert and champion for financial planning as a key service available as parat of the Scotia Wealth Management value proposition:
  • Gathering key pertinent data and information about the client through deep discovery
  • Providing local sofware support and advice as required
  • Presenting the financial plan and related strategies
  • Preparing and facilitating client and staff workshops and seminars on various current topics relating to financial planning
  • Develop professional relationships with local external experts (i.e. CA’s, lawyers, and other professionals as required) to provide optimal service on complex planning matters.
  • Championing the value, benefits and outcomes of financial planning to both advisors/RMs and clients.
  • Responsible for delivery of end-to-end goals based financial plans by:
  • Identifying opportunities to deepen the relationship and drive business results.

Job Requirements:

  • Presentation skills particularly related to financial matters including the ability to present complex financial concepts in an easily understood manner
  • Working knowledge of the Wealth Management business line including the value proposition, the products and services it provides to high net worth clients, and the manner in which they are delivered
  • Excellent inter-personal skills and ability to quickly build relationships and trust.
  • Knowledge of insurance products and solutions
  • Ability to travel to meet clients within a designated region to achieve goals in a timely manner
  • Ability to work independently in a proactive manner as well as within a Team of Experts to identify
  • Expert knowledge of financial planning software (Naviplan) in order to prepare financial plans
    opportunities while providing the highest level of service possible to the client. This includes the ability to ensure experts are engaged at the right time and in the appropriate manner so as to maximize client service and opportunities for Wealth Management

Job Details:

Company:  Scotiabank

Vacancy Type:  Full Time

Job Location: Calgary, CA

Application Deadline: N/A

Apply Here