Total Wealth Planner, Advanced Planning Services - Montreal, Qc

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Title: Total Wealth Planner, Advanced Planning Services - Montreal, QCRequisition ID: 275710
PurposeContributes to the overall success of the Total Wealth Planning, APS, Client Solutions / Canadian Wealth Management in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.Total Wealth Planners, APS are the “in-field” resource to create and deliver Total Wealth Plans for Ultra High Net Worth clients working directly with SWM advisors and their clients. TWPs, APS work closely with advisors and local team of specialists to formulate and present strategic Total Wealth Plans and full comprehensive Total Wealth Plans for APS.
Accountabilities
Champions a client focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
Provide In-depth, quality wealth planning advice for all life stages. Guidance through intergenerational wealth transfer process and consults related to Advisor-led Total Wealth Plans
Conduct full total wealth planning process from discovery to plan presentation. Facilitate our value proposition of trusted advice and customized solutions. Typical client profiles are UHNW clients with investable assets of at least $5MM seeking custom tailored strategies including business owners and professionals interested to accumulate, preserve and pass on their wealth;
executives with stock options, wealthy individuals with complex family dynamics such as blended families
Increase breadth of client base (i.E. new clients), measured by plans completed to advisors not previously engaged.
Champion an integrated and organized approach to planning through collaboration with internal specialists (Taxation, Insurance, Estate & Trust, Philanthropy) Advocate for advisors to leverage the right planning resources for the right clients and help triage clients into the appropriate channel. Prepare and facilitate client and staff workshops and seminars on various current topics relating to financial planning as required.
Build and manage relationships to drive collaboration to provide a seamless and cohesive client experience;
work effectively with client’s other external professional advisors (i.E. CPAs, lawyers, and other professionals as required) to provide optimal service on complex planning matters.
Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
Champions a high performance environment and contributes to an inclusive work environment.
Education / Work Experience / Designations
University degree
Accredited financial planning designation (Pl.Fin -IQPF applicable for Quebec)
Minimum of 5 years of experience as a high net worth financial planner
Comprehensive technical understanding and execution of the financial planning process including investments, asset protection, retirement, estate planning, cash management, and taxation issues
Strong presentation skills particularly related to financial matters including the ability to present complex financial concepts in an easily understood manner
Strong 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
Expert knowledge of financial planning software (Architect) in order to prepare financial plans
Knowledge of insurance products and solutions manner in which they are delivered
In addition to French, the successful candidate must also have sufficient knowledge of English, as thework involves interacting and collaborating regularly with groups and individuals based in Toronto, aswell as constantly interacting with other people, including clients, who speak English, locally andelsewhere.
Location(s): Canada : Quebec : Montreal
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.
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