Title:  Senior Manager, Signature Financial Planners - Montreal, QC

Requisition ID: 270514 

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Financial Planning is a cornerstone of the MD Signature Private Wealth Management (MDS) offer. In MDS we work with some of Canada’s most successful physicians and their families to provide end-to-end financial planning services, tailored to meet our client’s unique needs.  The MDS Financial Planning Team (FPT) provides customized financial planning to our MDS clients

Reporting to the Director, Financial Planning, as the Senior Manager, Signature Planners, you will be accountable for the day-to-day oversight of approximately 15 MD Signature Planning team members, ensuring business strategies, plans and initiatives are executed in compliance with governing regulations, internal policies and procedures, with the ultimate goal of providing consistent, physician focused and best-in-class financial planning. 

Is this role right for you? In this role you will:

Lead the strategic and tactical implementation of best-in-class advice and solutions specifically related to MD Signature financial planning.

•    You will support the recruitment process and working with senior management and Human Resources in the selection and hiring process for new Signature Planners.
•    You will provide ongoing coaching and mentoring to Signature Financial Planners regarding best practices, client concerns, meaningful client conversations, tool usage, and potential business opportunities to ensure sales objectives and client expectations are met and employee engagement remains high. 
•    You will identify and implement initiatives designed to improve operational efficiency.
•    You will model a customer-focused, client first culture throughout your team, with an emphasis on deepening client relationships by leveraging the expertise of Signature Team experts and Bank relationships.  
•    Working with the key financial planning stakeholder across MD and Scotiabank, as well as the client’s external professional Advisors, you will remove barriers, share best practices and develop best-in-class comprehensive financial plans for high-net-worth clients with varying levels of complexity, ensuring the client’s needs are pro-actively addressed in alignment with their current financial situation, life stage and future aspirations.   
•    You will collaborate with external stakeholders such as financial planning software providers, and professional accounting firms used for webinars or special projects.
•    You will partner with other leaders in the Signature space to ensure continuous improvement of processes, from the identification stage to plan delivery, facilitating the delivery of optimal financial planning aligned with Signature strategy to achieve sales effectiveness and business results/targets.  
•    You will create and participate in initiatives for MD sponsored events, seminars, and webinars for prospective MD Signature clients.
•    You will ensure adherence to professional standards, including policies, procedures and best practices, and professional codes of conduct related to client engagement, taking Scotiabank’s risk appetite and culture into consideration relative to day-to-day activities and decisions.

Leadership qualities expected of you include:

•    The desire to lead by example –encouraging others to model your growth mindset, relationship building and problem-solving abilities.
•    A commitment to employee development – through regular coaching and mentoring; providing positive feedback to develop confidence and constructive feedback to develop competence.
•    An appreciation of the exceptional client experience – using your ability to quickly recognize, analyze and interpret business issues/opportunities and recommend optimal solutions tailored to the client’s need.
•    A sense of urgency – what’s important to the client is equally important to you.  You make getting things done a priority.
•    The flexibility to work independently and as part of a broader team to best service the client.
•    Compliance focused - possess a thorough understanding of compliance with all industry regulations with a focus on minimizing risk and expense to the company.
•    You embrace change – thriving in a diverse environment of ever-changing priorities where multi-tasking and tight deadlines are the norm. 
•    A dedication to ongoing learning – not only related MD products and services but also the proactive identification of industry financial planning trends, opportunities, and risks, using this knowledge to ensure the MD offer remains a leading one in the marketplace.
•    You’re a natural coach – possessing the ability to motivate others to achieve business critical goals, navigate through times of extreme change and foster an environment where both personal and professional growth are encouraged.

Contribute to the effective functioning of the Financial Planning Centre of Excellence by:

•    Participating actively in team learning development activities and team performance achievements.
•    Building effective working relationships across the team and with various business lines and corporate function contacts.
•    Maintaining a high level of customer service – which may mean supporting our end clients (Canadian Physicians and their families) or your internal clients (MD’s advisor network), in a timely and professional manner 
•    Facilitating a culture of open and honest communication.
•    Actively participating and contributing to group touch bases and team meetings.
•    Encouraging the generation of new ideas and approaches. 
•    Actively share knowledge and experience to enhance the development of all team members.
•    Developing and executing a meaningful employee development plan.

The Must Haves:

•    University degree
•    Accredited financial planning designation (CFP, Pl.Fin -IQPF applicable for Quebec)
•    Excellent written and presentation skills
•    10+ years of experience as a practicing financial planner/advisor supporting client level advice.
•    Extensive knowledge of Canadian Financial Planning software, specifically Vision Systems and Conquest.
•    Comprehensive technical and behavioral understanding and execution of the financial planning process including strong capabilities in the tax, insurance, and estate planning fields along with other financial planning areas such as investments, asset protection, retirement, and cash management.
•    Working knowledge of the wealth management business line including the value proposition, the products and services it provides to clients, and the manner in which they are delivered.
•    Life Insurance license or Knowledge of insurance products and solutions.
•    Knowledge in facilitating successful business line, staff discussions, negotiations including strategic influencing and people management skills to facilitate strong teamwork and co-ordinated execution of multiple deliverables. Demonstrates an in-depth understanding of the complex nature of all stages of a physicians’ lifecycle including, medical schools, residency and new to physician practice to develop strategies.
•    Strong Presentation skills particularly related to financial matters. The ability to communicate complex concepts clearly and effectively. 
•    Ability to work as part of an interdependent team and individually when required. Works well with autonomy and is an excellent communicator in a modern, flexible work environment.
•    Proven skills and experience in building and maintaining effective working relationships with clients, peers, client facing advisors, leadership, and senior management.
•    Superior time management and prioritization skills and the ability to manage multiple projects at the same time.

In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.

Location(s):  Canada : Quebec : Montreal 

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 (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our  Recruitment team know. If you require technical assistance, please click here. 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.