Total Wealth Planning Associate - Edmonton, AB
Scotiabank
Date: 2 weeks ago
City: Edmonton, AB
Contract type: Full time
Requisition ID: 219986
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Purpose
The primary purpose of the Associate Total Wealth Planner is to provide plan input support to Senior Total Wealth Planners in market and to provide full planning engagements (discovery to delivery) to existing clients of SWM with investable assets of less than a million.
Key Accountabilities
Support the planning needs of the local Senior Total Wealth Planner by:
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Purpose
The primary purpose of the Associate Total Wealth Planner is to provide plan input support to Senior Total Wealth Planners in market and to provide full planning engagements (discovery to delivery) to existing clients of SWM with investable assets of less than a million.
Key Accountabilities
Support the planning needs of the local Senior Total Wealth Planner by:
- inputting data and scenario modelling in the Conquest Planning software
- identifying and communicating referral opportunities within each plan
- ensuring that all financial plans assigned are accurate, and completed in a timely manner pursuant to a Service Level Agreement
- completing the planning process from discovery to plan presentation
- consulting with members of Team of Specialists to assist in uncovering appropriate strategies as appropriate
- working with Total Wealth Manager to promote the benefits of planning
- ensuring that all financial plans assigned are accurate and completed in a timely manner
- counselling on complex financial planning inquiries
- assisting or completing modelling in Conquest Planning
- providing answers on related issues such as tax, estate or retirement planning
- coaching on financial plan presentations
- helping advisors identify referral opportunities within advisor completed plans
- Strong understanding of the financial planning process including investments, asset protection, retirement, risk management, estate planning and tax planning
- Excellent interpersonal and communication skills
- Financial planning software experience, Conquest Planning preferred
- Experience in client facing roles with the opportunity to provide financial services
- CFP designation
- College or University degree
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