Purpose of Role
This role is responsible for enabling the professional practice management of the Advisor network Scotiabank partners who use the Conquest Planning software. It focuses on driving financial planning engagement, operational excellence, and business results through strategic initiatives, coaching, content development, and collaboration across business lines.
Key Responsibilities- Promote and drive strong financial planning engagement across all advisor channels.
- Develop national best practices for financial planning performance and sales techniques.
- Create and deliver content (articles, brochures, webinars) to support Total Wealth Planning.
- Act as a subject matter expert for external communications and presentations.
- Technical support and escalation resource for the Total Wealth Planning team – addressing complex tax, insurance, estate planning questions.
- Mentor and coach the various roles within the Total Wealth Planning Team.
- Support all partners by creating a sustainable training Financial Planning program that enhances the planning capabilities from discovery to plan presentation and implementation.
- Co‑ordinate the compliance/ plan oversight for all financial planning sources across Scotiabank.
- Liaise with marketing, internal partners, and Teams of Specialists to optimize planning initiatives.
- Represent financial planning in cross‑functional projects (technology, regulatory, business development) as a Subject Matter Expert.
- Stay current with industry trends and integrate best practices into planning strategies.
- Foster a culture of open communication, collaboration, and continuous improvement.
- Participate in team development activities and contribute to performance achievements.
- Share knowledge and encourage innovation across the team.
- University degree
- Accredited financial planning designation (CFP, Pl.Fin – IQPF for Quebec)
- 5–10 years of experience as a practicing financial planner/advisor/leader in the HNW space
- Strong understanding of financial planning disciplines: investments, retirement, estate, taxation, risk management
- Excellent written and presentation skills
- Life Insurance license or strong knowledge of insurance solutions
- Expertise in integrating taxation principles into planning
- Experience with financial planning software
- Proven leadership experience with small to medium‑size teams
- Strong presentation and communication skills
- Ability to work independently and collaboratively in a flexible work environment
- Proven ability to build effective relationships across teams and levels
- Strategic influencing and people management skills
- Superior time management and multitasking abilities
- Follow Scotiabank policy for return to work
- Business travel requires frequent trips to Toronto Head Office
- Business travel requires trips to various locations within Canada
Location: Canada – Ontario – Toronto
Scotiabank is a leading bank in the Americas. Guided by our purpose: “for every future”, we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let our Recruitment team know.
Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
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