At a Glance
- Tasks: Lead financial planning initiatives and coach Advisors to enhance client value.
- Company: Scotia Wealth Management, a leader in financial services.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Opportunity for strategic growth and career advancement.
- Why this job: Shape the future of financial planning and make a real difference for clients.
- Qualifications: Experience in financial planning and strong coaching skills.
The predicted salary is between 90000 - 110000 $ per year.
Scotia Wealth Management is seeking a Financial Planning Practice Lead to shape how we deliver client value through best‑in‑class planning practices.
The role focuses on driving enterprise initiatives, coaching Advisors, and enabling high quality financial plans across the team.
You will design training curriculums, onboard Advisors to planning software, and ensure adherence to professional standards while advancing strategic growth.
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Financial Planning Practice Lead: Elevate Advisor Outcomes in Calgary employer: Scotiabank
Scotiabank is an exceptional employer that fosters a purpose-driven and inclusive culture, making it an ideal place for professionals seeking to excel in the financial services industry. With a strong focus on employee growth, you will have access to comprehensive training and development opportunities while working alongside senior leadership in a collaborative environment. Located in vibrant cities like Calgary and Vancouver, you will enjoy a dynamic work-life balance and the chance to make a meaningful impact on ultra-high net worth clients across Canada and internationally.
