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Scotia Mc Leod Senior Financial Planning Associate - Toronto, ON
Location:
Toronto
Description:
Requisition ID: 191433 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose Contributes to the overall success of Scotia Mc Leod in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. 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. Accountabilities 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 managing the follow-up Action Plan items to ensure they are addressed Champions an integrated and organized approach to planning through collaboration with internal specialists (Taxation, Insurance, Estate & Trust, Philanthropy). Advocate for advisors to leverage the right planning resources for the right clients and help triage clients into the appropriate channel; Contributes to the ongoing professional practice by participating in monthly Total Wealth. Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
January 17 on ListedBuy
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More About this Listing: Scotia Mc Leod Senior Financial Planning Associate - Toronto, ON
Scotia Mc Leod Senior Financial Planning Associate - Toronto, ON 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 - Toronto, ON by searching Oodle for Other Art & Media Jobs Scotia Mc Leod Senior Jobs.
Scotia Mc Leod Senior Financial Planning Associate - Toronto, ON 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 - Toronto, ON by searching Oodle for Other Art & Media Jobs Scotia Mc Leod Senior Jobs.