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 Qualified 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.