Overview
Wealth Planning Associate Jobs in Toronto – Ontario at Scotiabank
Title: Wealth Planning Associate
Company: Scotiabank
Location: Toronto – Ontario
Category: Finance & Banking
Position: Total Wealth Planning Associate – 12-Month Contract ON
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Title:
Total Wealth Planning Associate – 12-Month Contract – Toronto, ON
Requisition
Join apurpose drivenwinning team, committed to results, in aninclusiveand high-performing culture.
Purpose
The primarypurposeof 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.
Account abilities
1.Proactively support the planning needs of Scotia Mc Leod Wealth Advisors and Private investment Counsel Relationship Managers by:
Preparing plans submitted to the Central Planning Group by Scotia Mc Leod Wealth Advisors and Private Investment Counsel Relationship Managers
Inputting client data from documents submitted into the Wealth Print 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 liaison between Team of Experts and Advisors
Ensuring that all plans assigned are accurate and completed in a timely manner pursuant to the Service Level Agreement
2. Supporting the domiciled Senior Total Wealth Planners and / or branch planners by:
Inputting client data into the Wealth Print 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 Planners
3. Supporting the Central Planning Group phone and email help line by:
Answering phone and email inquiries on total wealth planning associated questions and/or software support
Assisting users with plans they have created themselves using Wealth Print
Maintaining a high level of customer service
4. 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 legislation
5. 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 honestcommunication
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 meaningfulemployee developmentplan
Skills and Experience
1. Understanding of the total wealth planning process, including investments, asset protection, retirement, estate planning, andtax planning
2. Excellent interpersonal and telephone skills
3. Naviplan experience
Educ…
