Requisition ID : 198898
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Purpose of Job :
The primary purpose of the Financial Planning Associate is to provide Regional support to Scotia Wealth Management advisors and Specialists.
The Associate is also required to work very closely with other members of the Team of Specialists during plan preparation.
Accountabilities :
1. Proactively support the planning needs of Wealth Advisors and Relationship Managers by :
- Preparing plans submitted by Wealth Advisors and Relationship Managers
- Inputting client data from documents submitted into the WealthPrint software
- Working with Advisors to create a Total Wealth Plan that addresses their clients’ immediate and future goals and objectives
- Providing alternative scenarios or solutions when clients are unable to meet goals
- Identifying and communicating referral opportunities to advisors by completing Executive Summaries and Action Plans
- Acting as liason between Team of Experts and Advisors
- Ensuring that all plans assigned are accurate and completed in a timely manner pursuant to the Service Level Agreement
Education / Work Experience / Designations :
- In depth understanding of the comprehensive financial planning process including investments, asset protection, retirement, estate planning and tax issues.
- College or University degree
- Working towards CFP
- Excellent Computer Skills (Word and Excel)
- Excellent interpersonal and telephone skills
- Client facing role where you would have the opportunity to provide financial advice
- Conquest software experience
Personal Care Specialist (12 Month Contract)
Ability to collaborate effectively with program associates. In addition to traditional offerings like medical, dental, and vision care, we also provide a comprehensive suite of benefits that focus on the physical, emotional, financial, and social aspects of wellness. ...
Bilingual Payroll Analyst, 12 Month Contract / Analyste de la paie bilingue, contrat de 12 mois
We have an exciting new Payroll Analyst role that focuses on the administration of payroll across our Ticketmaster employees in Canada.Reporting to the Manager, HR Systems, this individual will also partner with the central payroll team at Live Nation.More broadly, this role will be the primary lead...
Corporate Communications, Lead (12-months fixed term contract)
Corporate Communications, Lead (12-months fixed term contract). This role is responsible for strategic external communications planning, execution and measurement to support key corporate and product communications and thought leadership initiatives. Financial, technology or consulting experience is...
Senior Associate, Corporate Finance - 22 month contract
Senior Associate, Corporate Finance - 22 month contract. Prepare month-end reporting and support semi-annual financial statement notes reporting, monthly bank and other account reconciliations, period-end accruals, and identify opportunities to implement efficiencies between our working papers and t...
Data Integrity Governance Coordinator (12-Month Contract)
The contract is anticipated to last 12-months with a possibility of extension. We are looking to have a Data Integrity Governance Coordinator join our team on contract. Ability to create accurate maintenance schedules based on contract requirements. ...
Category Manager - 12 Month Acting/Contract
Category Manager – 12 Month Contract/Acting. This is a 12-month contract/acting opportunity and will report to the Manager, Procurement. Lead negotiations with external vendors; monitor and control contracts and vendor performance; resolve ongoing, escalated issues (mitigate undue vendor supply/fina...
Senior Caseworker - 12 Month Contract
Our commitment to our associates includes benefit programs that are comprehensive, diverse and designed to meet the various needs across our associate population. Working closely with assigned patients’ to identify various reimbursement coverage options and investigate financial options for those wi...
Insurance Quality Assurance Specialist (12 Month Contract)
The QA Specialist is a subject matter expert and possesses technical management:.Lead the build and execution of the QA programs.Perform quality and technical evaluations on technical insurance professionals.Perform trend analysis, identify performance gaps and quality improvement opportunities.Crea...
Customer Care Representative (12 months contract)
This is where you save and sustain lives.At Baxter, we are deeply connected by our mission.No matter your role at Baxter, your work makes a positive impact on people around the world.You'll feel a sense of purpose throughout the organization, as we know our work improves outcomes for millions of pat...
Manager, Customer Success (12 month contract opportunity)
Customer Success team for a 12 month contract term. ...