Financial Planning Practice Lead - Toronto, ON

Job description

Requisition ID: 258052 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. At Scotia Wealth Management, financial planning is more than a service – it’s a strategic approach to helping our clients achieve their goals while driving business results. The Financial Planning Practice Lead plays a pivotal role in shaping how we deliver this value. The Financial Planning Practice Lead is responsible for enhancing the client and Advisor experience by championing best-in-class financial planning practices. You will lead initiatives that support continuous improvement, provide expert coaching and training, and empower Advisors and Leaders to deliver exceptional financial planning services. Major Accountabilities: - 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 th...