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Scotia Mc Leod Senior Financial Planning Associate - Windsor
Location:
London
Description:
Requisition ID: 190660 As a cornerstone business within Scotia Wealth Management®, Scotia Mc Leod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join Scotia Mc Leod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too. INTRODUCTION: The primary purpose of the Senior Financial Planning Associate is to provide financial planning support to a dedicated Wealth Advisor team in preparing and delivery of personal financial plans to the Advisor’s clients. WHAT YOU'LL BE DOING: Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. Proactively supports the financial planning needs of the Advisor’s assigned clients which include a deep discovery with the client to uncover goals and objectives, preparing, presenting the plan and working with the Advisor to implement the recommendations identified in the plan; Proactively support the financial planning needs of advisors by: Inputting client data from documents submitted into the financial planning software; Building a financial 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; Actively tracking and. Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
December 23 2023 on ListedBuy
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More About this Listing: Scotia Mc Leod Senior Financial Planning Associate - Windsor
Scotia Mc Leod Senior Financial Planning Associate - Windsor is a Other Art & Media Jobs Scotia Mc Leod Senior Job at Scotiabank located in United States. Find other listings like Scotia Mc Leod Senior Financial Planning Associate - Windsor by searching Oodle for Other Art & Media Jobs Scotia Mc Leod Senior Jobs.
Scotia Mc Leod Senior Financial Planning Associate - Windsor is a Other Art & Media Jobs Scotia Mc Leod Senior Job at Scotiabank located in United States. Find other listings like Scotia Mc Leod Senior Financial Planning Associate - Windsor by searching Oodle for Other Art & Media Jobs Scotia Mc Leod Senior Jobs.