Overview

As a Senior Financial Planning Associate, you will support an Advisor in Total Wealth Planning by preparing and delivering financial plans to clients.

Responsibilities
Support the financial planning needs of an Advisor’s clients through the process of deep discovery and creation and delivery of a Total Wealth Plan.
Support Advisor in implementation of Total Wealth Strategies in collaboration with a team of specialists.
Champion a client-focused culture to deepen client relationships.
Support Advisor in creating and delivering client seminars related to financial planning topics.
Maintain financial planning professional practice standards while staying current on all financial planning related topics.

Qualifications
CFP or IQFP (QC only) designation and ≥ 2 years experience.
Advanced understanding of financial planning software; ability to model complex strategies.
Experience in Total Wealth Planning engagement from client discovery, plan preparation to presentation delivery.




Robust interpersonal and verbal communication skills.

Benefits
Competitive compensation and advantages package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan and favourable employee rates for employee banking.
The prospect to join a forward-thinking organization where you are surrounded by a cooperative team of innovative thinkers.
An organization committed to making a difference in our communities—for you and our clients.
An inclusive working environment that encourages creativity, curiosity and celebrates success.
Learning and development via Scotia Academy, a virtual learning experience to upskill and develop your skills at work or from your personal device.

Location: Canada – British Columbia – White Rock
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📌 Scotiamcleod Senior Financial Planning Associate White Rock (Canada)
🏢 Scotia Wealth Management
📍 Canada