Total Wealth Planner – Fredericton/Saint John

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

Purpose
Contributes to the overall success of the Total Wealth Planning, Global Wealth 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.

Accountabilities

• Champions a customer 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 HNW clients with investable assets of at least $750,000 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.

Dimensions
Supports Advisors and Advisor Teams across Scotia Wealth Management; ScotiaMcLeod, Private Banking, Private Investment Counsel, Scotiatrust. Financial Planning is a cornerstone of the offerings of Scotia Wealth Management. This is a highly visible position that is expected to meet with high-net-worth clients and work closely with the Wealth Advisors / Primary Relationship Managers in advising and building/delivering personal financial plans. The client profile is a minimum of "high net worth" with investible assets of at least $1 million and/or those with complex planning needs.

Education / Experience

• Required: University degree
• CFP or CPA
• Minimum of 5 years of experience as a high-net-worth financial planner
• Life Insurance license
• Canadian Securities Course
• Estate and/or tax courses

Work Location: Either Fredericton, NB or Saint John, NB