Requisition ID: 251225

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

The financial planning process is how, as an organization, we choose to engage our clients, to help them achieve their goals and drive our business results.   Financial Planning is a cornerstone of the MD Financial Management’s service offer. The Senior Financial Planner (SFP) is responsible for teaming with the regional advisors in delivering an exceptional financial planning experience by providing relevant and tailored financial planning proposals and advice to MD clients.  The SFP conducts comprehensive and customized financial planning by leveraging best in class financial planning strategies and the use of financial planning software. The SFP will share the financial planning process duties with the regional advisor, where the primary focus for the SFP is on the analysis and recommendation aspects of planning.  The regional advisor will primarily focus on deep discovery and data gathering along with the presentation of the planning work and accountability for implementation.

 Is this role right for you? In this role, you will:

Team with the regional advisor to develop comprehensive financial plans with varying levels of complexity.
Work with the regional advisor to efficiently receive all client related quantitative & qualitative data.
Conduct the relevant analysis on the client’s current situation, create different scenarios depending on client’s situation and draft specific recommendations on how the client can achieve their goals.
Engage MD and Scotia team members, at the analysis stage, to build the necessary solutions into the planning output.
Provide a planning document to the regional advisor within the pre-determined service-level-agreement (SLA) for further customization and presentation to the client.

Do you have the skills that will enable you to succeed in this role:

Min. 5 years’ experience as a financial planner and/or client-facing advisor.
A degree in business, commerce, or financial planning
Certified Financial Planner (CFP) designation 
Has demonstrated comprehensive financial planning in the current role
Life License (LLQP).

Location(s):  Canada : British Columbia : Kelowna || Canada : Alberta : Calgary || Canada : Alberta : Edmonton || Canada : British Columbia : Vancouver || Canada : British Columbia : Victoria

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. 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.