Senior Manager, Financial Planning Practice Management
Job in
Toronto, Ontario, M5A, Canada
Listing for:
Scotiabank
Full Time
position
Listed on 2025-12-31
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Manager, Wealth Management, Financial Advisor
Job Description & How to Apply Below
Position: Senior Manager, Financial Planning Practice Management ON
Requisition
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Purpose of Role:
This role is responsible for enabling the professional practice management of the Advisor network across Scotiabank partners who use the Conquest Planning software. It focuses on driving financial planning engagement, operational excellence, and business results through strategic initiatives, coaching, content development, and collaboration across business lines.
Key Responsibilities :
1. Financial Planning Engagement & Business Results
Promote and drive strong financial planning engagement across all advisor channels.Develop national best practices for financial planning performance and sales techniques.Create and deliver content (articles, brochures, webinars) to support Total Wealth Planning.Act as a subject matter expert for external communications and presentations.Technical support and escalation resource for the Total Wealth Planning team – addressing complex tax, insurance, estate planning questions.2. Practice Management & Coaching
Mentor and coach the various roles within the Total Wealth Planning Team.Support all partners by creating a sustainable training Financial Planning program that enhances the planning capabilities from discovery to plan presentation and implementation.Co-ordinate the compliance/ plan oversight for all financial planning sources across Scotiabank.3. Cross-functional Collaboration & Innovation
Liaise with marketing, internal partners, and Teams of Specialists to optimize planning initiatives.Represent financial planning in cross-functional projects (technology, regulatory, business development) as a Subject Matter ExpertStay current with industry trends and integrate best practices into planning strategies.4. Team Contribution & Culture
Foster a culture of open communication, collaboration, and continuous improvement.Participate in team development activities and contribute to performance achievements.Share knowledge and encourage innovation across the team.Qualifications
Required:
University degreeAccredited financial planning designation (
CFP, Pl.Fin – IQPF for Quebec)5–10 years of experience as a practicing financial planner/advisor/leader in the HNW spaceStrong understanding of financial planning disciplines: investments, retirement, estate, taxation, risk managementExcellent written and presentation skillsPreferred:
Life Insurance license or strong knowledge of insurance solutionsExpertise in integrating taxation principles into planningExperience with financial planning softwareProven leadership experience with small to medium-sized teamsFunctional
Competencies:
Strong presentation and communication skillsAbility to work independently and collaboratively in a flexible work environmentProven ability to build effective relationships across teams and levelsStrategic influencing and people management skillsSuperior time management and multitasking abilitiesWorking Conditions:
Follow Scotiabank policy for return to workBusiness travel requires frequent trips to Toronto Head OfficeBusiness travel requires trips to various locations within Canada
Position Requirements
10+ Years
work experience
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