Total Wealth Planning Associate - Calgary, AB
Scotiabank
Calgary, AB, CA
2d ago
source : PostJobFree

Requisition ID : 85489Join the Global Community of Scotiabankers to help customers become better off.Purpose of Job : The primary purpose of the Total Wealth Planning Associate is to provide National support to Scotia Wealth Management advisors and Specialists.

The Associate is also required to work very closely with other members of the Team of Specialists during plan preparation.

Accountabilities : Proactively support the planning needs of ScotiaMcLeod Wealth Advisors and Private investment Counsel Relationship Managers by :

  • Preparing plans submitted to the Central Planning Group by ScotiaMcLeod Wealth Advisors and Private Investment Counsel Relationship Managers
  • Inputting client data from documents submitted into the WealthPrint software
  • Working with Advisors to create a Total Wealth 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 by completing an Executive Summary and Action Plan in all plans created in the Central Planning Group
  • Acting as liason between Team of Experts and Advisors
  • Ensuring that all plans assigned are accurate and completed in a timely manner pursuant to the Service Level Agreement2.
  • Supporting the domiciled Senior Total Wealth Planners and / or branch planners by :

  • Inputting client data into the WealthPrint software
  • Supporting advisor planning activity within the region
  • Providing total wealth planning associated tax, retirement and estate planning support to advisors
  • Print and Bind plans as requested by advisors or Senior Total Wealth Planners3. Supporting the Central Planning Group phone and email help line by :
  • Answering phone and email inquiries on total weath planning associated questions and / or software support
  • Assisting users with plans they have created theselves using WealthPrint
  • Maintaining a high level of customer service4. Proactively contribute to ongoing professional practice in the Central Planning Group by :
  • Maintaining awareness and currency of the latest legislative and other financial industry changes that may affect planning techniques
  • Writing articles or bulletins regarding legislative changes, planning best practices or ad hoc requests from advisors
  • Developing modeling strategies for the software to incorporate new legislation5. Contribute to the effective functioning of Client Solutions team by :
  • Building effective working relationships across the team and with various business lines and corporate function contacts
  • Facilitating a culture of open and honest communication
  • Actively participating and contributing to touch bases and team meetings
  • Encouraging the generation of new ideas and approaches
  • Actively share knowledge and experience to enhance the development of all team members
  • Developing and executing a meaningful employee development planEducation / Work Experience / Designations : KnowledgeMusts : In depth understanding of the comprehensive financial planning process includinginvestments, asset protection, retirement, estate planning and tax issues.
  • College or University degreeWorking towards CFP, PFPExcellent Computer Skills ( Word and Excel)Excellent interpersonal and telephone skillsClient facing role where you would have the opportunity to provide financial adviceNaviPlan software experienceLocation(s) : Canada : Alberta : CalgaryAs Canada's International Bank, we are a diverse and global team.

    We speak more than 100 languages with backgrounds from more than 120 countries. Our employees are committed to a superior customer experience and use the Bank’s six guiding sales practice principles to ensure they act with honesty and integrity.

    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.

    If you require technical assistance, please click here. 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.

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