Requisition ID: 257058 Scotia

McLeod, a cornerstone of Scotia Wealth Management, is a full-service wealth management firm with a proud history dating back to 1921.

Known for service excellence, trusted advice, and a team-oriented culture, were committed to helping clients grow and protect their wealth by understanding their complete financial picturelife, family, business, and future.

Our signature Enriched Thinking approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions.

Youll be supported by an innovative, team-based environment that values integrity, client focus, and continuous growth.

At Scotia

McLeod, youre not just building a careeryoure joining a firm where ideas spark, collaboration thrives, and youre empowered to reach your full potential while making a real impact in your clients'' lives.

As aSenior

Financial Planning

Associate,you willsupport an Advisor in Total Wealth Planning by preparing and delivering financial plans to clients. IS THIS ROLE RIGHT FOR YOU In the role you will: Support the financial planning needs of an Advisors clients throughthe process ofdeep discoveryandcreation and delivery ofa





Total Wealth Plan Support Advisorin implementation of Total Wealth Strategies in collaboration with 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 DO YOU HAVE THE SKILLS We would love to work with you if you have: CFP or IQFP (QC only) designation and 2 years experience CPA designation 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 Strong interpersonal and verbal communication skills WHATS IN IT FOR YOU Competitive Compensation and Benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Planand favourableemployee rates for employee banking The chance to join a forward-thinking organization where you are surrounded by a collaborative 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 #SWM #LI-CB1

📌 ScotiaMcLeod Senior Financial Planning Associate - White Rock
🏢 Scotiabank
📍 White Rock