Senior Financial Planner, MD Financial Planning Office
Is this role right for you?
In this role, you will:
Team with the regional advisor to develop comprehensive financial plans with varying levels of complexity.
Work with the regional advisor to efficiently receive all client related quantitative & qualitative data.
Conduct the relevant analysis on the client’s current situation, create different scenarios depending on client’s situation and draft specific recommendations on how the client can achieve their goals.
Engage MD and Scotia team members, at the analysis stage, to build the necessary solutions into the planning output.
Provide a planning document to the regional advisor within the pre-determined service-level-agreement (SLA) for further customization and presentation to the client.
Do you have the skills that will enable you to succeed in this role:
Min. 5 years’ experience as a financial planner and/or client-facing advisor.
A degree in business, commerce, ...