Be part of Scotiabank's Agricultural Advisory Team as an Agricultural Advisory Associate, providing essential tax and financial planning support to high-net-worth clients in Canada. This position offers an prospect to engage in meaningful client interactions and detailed planning. In this associate role, you'll assist the Agricultural Advisory Service Team by managing client information and documents while contributing to advanced planning strategies.

Your tasks include supporting meeting preparations, coordinating logistics, and ensuring the quality of client-ready materials. Exposure to tax and estate planning relevant to the agricultural sector will be beneficial as you work closely with ultra-high-net-worth clients. Key Responsibilities:

- Collect and organize client financial documents and ownership charts




- Attend meetings and support client discovery sessions
- Draft basic components of reports and summaries
- Coordinate internal presentations and training sessions
- Assist with routine inquiries from Relationship Managers Requirements:
- Post-secondary education in finance, accounting, or a related field
- Chartered Professional Accountant designation or equivalent
- Interest in financial and tax planning for agricultural clients
- Experience in financial planning software is an asset
- Knowledge of the agricultural industry is preferred Enhance your career in financial planning by supporting high-net-worth agricultural clients through your role at Scotiabank.

📌 Agricultural Advisory Associate in Canada (Calgary)
🏢 Scotiabank
📍 Calgary