Associate Financial Planner - MD Financial Planning

Scotiabank • Quebec, QC

6d • Remote

About The Position

The financial planning process is how, as an organization, we choose to engage our clients to help them achieve their goals and drive our business results. Financial Planning is a cornerstone of the MD Financial Management’s service offer. The Associate Financial Planner is responsible for providing centralized financial planning and paraplanning support to the senior financial planner groups in the MD Financial Planning Office. You will use your expertise in financial planning to support the preparation of often complex financial plans by interpreting and combining financial information available from multiple sources.

Requirements

• Hold a degree in Business Administration, Commerce, or Financial Planning.
• Hold the CFP (Certified Financial Planner) designation or the Pl. Fin. designation (in Quebec), or be willing to obtain it within the next year.
• Have a minimum of three years of client-facing experience in the financial services industry.
• Possess a strong understanding of the tax planning and retirement planning needs of incorporated physicians.
• In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.

Responsibilities

• Monitor incoming demand of financial plans for the team and assign the cases to the most appropriate planner to maintain our Service Level Agreement (SLA).
• Maintain and improve our processes and documentation.
• Act as a liaison with our reporting team to ensure our results are reporting properly. Propose improvements to our dashboards and the way we track key performance indicators (KPIs).
• Actively share knowledge and experience to enhance the development of all team members.
• Take great pride in your personal development and enjoy learning new tools and techniques.
• Team with the regional advisor to develop comprehensive financial plans with varying levels of complexity.
• Constantly improve your knowledge on all financial planning topics, areas, and functions as set out by FP Canada/IPF and MD Financials’ policies and procedures.
• Champion a customer-focused culture to deepen client relationships and leverage broader Scotiabank relationships, systems, and knowledge.
• Proactively contribute to ongoing professional practice in the MD Financial Planning Office by maintaining awareness and currency of the latest legislative and other financial industry changes that may affect financial planning standards and practices.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level