Senior Wealth Planner - Montreal,QC Job Montréal area,Montreal Province de Québec Canada,Finance & Banking

Position: Senior Total Wealth Planner - Montreal, QC
Location: Montreal

Requisition

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

Purpose of Job:

Financial Planning is a key service provided to clients of Scotia Wealth Management. The Senior Total Wealth Planner is responsible to proactively provide comprehensive financial planning advice and support to high net worth clients and act as the in-field subject matter expert and champion.

Major Accountabilities:

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 that 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.

Act as subject matter expert and champion for financial planning as a key service available as parat 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/RMs and clients.

Collaborating with internal colleagues (including taxation, insurance consultants, will and estate planners, philanthropic group) to ensure there is an integrated and organized approach to financial planning

Providing local sofware support and advice as required

Preparing and facilitating client and staff workshops and seminars on various current topics relating to financial planning

Relationship building

Develop professional relationships with local external experts (i.e. CA's, lawyers, and other professionals as required) to provide optimal service on complex planning matters.

Build relationships with internal advisors/RMs and other experts to drive collaboration among team members

Maintain financial planning professional practice standards and internal service level agreement.

Remain current on all financial planning related topics

Following standard procedures, best practices and professional codes of conduct in regards to client engagements.

Meet or exceed SLAs

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 share knowledge and experience to enhance the development of all team members

Developing and executing a meaningful employee development plan

Functional

Competencies:

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 inter-personal skills and ability to quickly build relationships and trust.

Working knowledge of the Wealth Management business line including the value proposition, the 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. This includes the ability to ensure experts are engaged at the right time and in the appropriate manner so as to maximize client service and opportunities for Wealth Management

Expert knowledge of financial planning software (Naviplan) in order to prepare financial plans

Ability to travel to meet clients within a designated region to achieve goals in a timely manner

Knowledge of insurance products and solutions

Educational Requirements:

Required:

Professional designation: CPA

University degree

Accredited financial planning designation (IQPF applicable for Quebec)

Minimum of 5 years of experience as a high net worth financial planner

Desirables:

TEP designation

Life Insurance license

Professional designation (CMA, CGA, LLB)

Canadian Securities Course

Additional estate and/or tax courses

In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.


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Senior Wealth Planner - Montreal, QC