Financial planning associate
Recruitment of financial planning associates has been released by Scotiabank, they’re inviting applicants to share their applications. They’re required to provide Regional support to Scotia Wealth Management advisors and Specialists. Registration for this post has already started and it will end soon.
Employer Name: Scotiabank
Position: Financial Planning Associate
Salary: $80,000 per year
Employment Type: Full-time
Location: Toronto, Ontario, Canada
Job Description
- Candidates working in this post are required to prepare plans submitted by Wealth Advisors and Relationship Managers.
- They’re also appointed at this post to input client data from documents submitted into the WealthPrint software applied for this post.
- Candidates must be able to work with Advisors to create a Total Wealth Plan that addresses their client’s immediate and future goals and objectives working at this post.
- Applicants who applied for this post are required to provide alternative scenarios or solutions when clients are unable to meet goals working at this post.
- Candidates who applied for this post are appointed to identify and communicate referral opportunities to advisors by completing Executive Summaries and Action Plans working at this post.
Job requirement
- They must have an in-depth understanding of the comprehensive financial planning process including investments, asset protection, retirement, estate planning and tax issues to be eligible for this post.
- Candidates must attain a College or University degree and must have worked towards CFP to be eligible for this post.
- Candidates applying for this post must have excellent computer skills to be eligible for this post.
- Candidates must have excellent interpersonal and telephone skills to be eligible for this post.
- Applicants must have conquest software experience to be eligible for this post.
Work setting
- They are also required to act as liaison between the Team of Experts and Advisors working at this post.
- People appointed at this post are required to ensure that all plans assigned are accurate and completed on time pursuant to the Service Level Agreement working at this post.
How to apply
Applicants who are interested in this post are requested to click on the link shared below and fill out the application form available. Applicants who are most deserving of this post will get a call for interview proceedings. They’ll have to complete the interview and if they get selected they’ll get an appointment letter. Applicants will have to make sure to share genuine information in the application form.