Job Description
Join Scotiabank as a Total Wealth Planning Associate in Toronto. Focus on delivering exceptional support in financial planning and software expertise while enhancing client solutions.
The Total Wealth Planning Associate is vital for assisting Scotia Wealth Management advisors by preparing and revising Total Wealth Plans. Your role will involve providing technical support and enhancing planning processes, ensuring clients receive tailored solutions that meet their goals. By leveraging your knowledge of financial planning, you will contribute significantly to the Central Planning Group's success.
Key Responsibilities:
• Provide technical support on TW Architect software via help line
• Review and assist clients in creating accurate planning documents
• Prepare plans that meet client needs and expectations
• Identify potential partnerships for referral opportunities
• Maintain awareness of changes in financial legislation
Requirements:
• Strong understanding of ...
The Total Wealth Planning Associate is vital for assisting Scotia Wealth Management advisors by preparing and revising Total Wealth Plans. Your role will involve providing technical support and enhancing planning processes, ensuring clients receive tailored solutions that meet their goals. By leveraging your knowledge of financial planning, you will contribute significantly to the Central Planning Group's success.
Key Responsibilities:
• Provide technical support on TW Architect software via help line
• Review and assist clients in creating accurate planning documents
• Prepare plans that meet client needs and expectations
• Identify potential partnerships for referral opportunities
• Maintain awareness of changes in financial legislation
Requirements:
• Strong understanding of ...