Financial Planning Practice Lead - Scotiabank, Calgary

Position summary

At Scotia Wealth Management, financial planning is more than a service – it is a strategic approach to helping clients achieve their goals while driving business results. The Financial Planning Practice Lead plays a pivotal role in shaping how this value is delivered. This position is responsible for enhancing the client and Advisor experience by championing best-in-class financial planning practices, leading initiatives that support continuous improvement, providing expert coaching and training, and empowering advisors and leaders to deliver exceptional financial planning services.

What you'll do

As part of these Scotiabank jobs, you will shoulder major accountabilities designed to drive business growth and sales effectiveness:

• Work closely with the Senior Manager – Financial Planning Operations and Execution, and other members of the Practice Excellence team, to develop and implement enterprise-wide financial planning initiatives and tools for Advisors that support exceptional client value and experience, business growth and sales effectiveness.
• Contribute to the design, development and delivery of field-delivered training curriculums that support the continuous professional growth and capability of Advisors.
• Partner with key stakeholders, including leadership, to support the coaching and mentoring of advisors across all facets of the financial planning process, fostering skill development and consistent planning excellence.
• Support the onboarding and training of new Advisors to effectively utilize the planning software, and follow financial planning practice standards, to deliver high quality financial plans to clients.
• Act as a trusted resource for Advisors by providing responsive support on financial planning matters, while proactively identifying opportunities to enhance effectiveness.
• Identify, document, and promote financial planning best practices to ensure consistency and excellence across Scotia Wealth.
• Analyze trends in Advisor needs to develop scalable solutions and foster continuous improvement in planning practices.
• Review and assess the quality of financial plans created by Advisors to ensure alignment with strategic objectives. Adjust focus of reviews as business needs and industry standards evolve.
• Uphold and promote adherence to professional standards, including internal polices, procedures, and industry best practices related to financial planning and client engagement. Ensure all activities reflect Scotiabank’s risk appetite.

Qualifications

Candidates interested in pursuing Scotiabank careers must meet specific education, experience, and functional competencies:

• Demonstrated experience as a financial planner and/or client-facing Advisor.
• University degree in business, commerce or equivalent experience related to the practice of financial planning.
• Completion of the Certified Financial Planner (CFP) designation or the equivalent IQPF designation for Quebec residents.
• Proven track record of training and coaching.
• Ability to work non-standard hours.
• Ability to travel.

About the company

Scotiabank offers an inclusive and high-performing culture where you can join a purpose driven winning team committed to results.