Senior Wealth Planner; PIC NS

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

Financial Planning is a key service provided to clients of Scotia Wealth Management. The Senior Total Wealth Planner will proactively provide comprehensive financial planning advice and support to high‑net‑worth clients and act as the in‑field subject matter expert and champion. The primary role of the planner will be to serve our Private Investment Counsel wealth advisors in Atlantic Canada, with occasional support to other advisory business lines when capacity dictates.

• 1. Responsible for delivery of end‑to‑end goals based financial plans by:
  • Gathering key pertinent data and information about the client through deep discovery
  • Preparing, analyzing and reviewing the financial plan and client focused executive summary to ensure it is congruent with the client’s specific needs
  • Presenting the financial plan and related strategies
  • Identifying opportunities to deepen the relationship and drive business results
• 2. Act as subject‑matter expert and champion for financial planning as a key service available as part of the Scotia Wealth Management value proposition:
  • Providing ongoing professional financial planning advice on complex strategies
  • Fostering and encouraging advisors and relationship managers to incorporate financial planning in their business model
  • Championing the value, benefits and outcomes of financial planning to both advisors/relationship managers and clients
  • Collaborating with internal colleagues (including taxation, insurance consultants, will and estate planners, philanthropic group) to ensure an integrated and organized approach to financial planning
  • Providing local software support and advice as required
  • Preparing and facilitating client and staff workshops and seminars on various current topics relating to financial planning
• 3. Relationship building
  • Develop professional relationships with local external experts (e.g., CA’s, lawyers, and other professionals as required) to provide optimal service on complex planning matters
  • Build relationships with internal advisors/relationship managers and other experts to drive collaboration among team members
• 4. Maintain financial planning professional practice standards and internal service level agreement.
  • Remain current on all financial planning related topics
  • Follow standard procedures, best practices and professional codes of conduct in regard to client engagements
  • Meet or exceed service level agreements
• 5. Contribute to the effective functioning of the Financial Planning Advisory team by:
  • Participating actively in team learning development activities and team performance achievements
  • Building effective working relationships across the team and with various business line and corporate function contacts
  • Maintaining a high level of customer service
  • 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 sharing knowledge and experience to enhance the development of all team members
  • Developing and executing a meaningful employee development plan
  • Comprehensive technical understanding and execution of the financial planning process including investments, asset protection, retirement, estate planning, cash management, and taxation issues
  • Presentation skills particularly related to financial matters including the ability to present complex financial concepts in an easily understood manner
  • Excellent interpersonal skills and ability to quickly build relationships and trust
  • Working knowledge of the Wealth Management business line including the value proposition, products and services it provides to high‑net‑worth clients, and the manner in which they are delivered
  • Ability to work independently in a proactive manner as well as within a team of experts to identify opportunities while providing the highest level of service possible to the client
  • Expert knowledge of financial planning software (Naviplan) to prepare financial plans
  • Ability to travel to meet clients within a designated region to achieve goals in a…