Lead in client financial planning as a Senior Financial Planning Associate. Deliver personalized Total Wealth Plans while fostering robust client connections in an cutting-edge team-driven environment. This role emphasizes deep discovery with clients to fully understand their financial pictures.

You will collaborate with advisors and specialists to implement effective wealth strategies while also engaging in client seminars focused on relevant financial topics. Ongoing professional development and adherence to industry standards are key aspects of your success in this position. Key Responsibilities:
Drive financial planning initiatives for client needs
Collaborate on creating and implementing Total Wealth Plans
Promote a culture of client-centric service




Deliver informative financial planning seminars
Keep up with current financial planning standards Requirements:
CFP or IQFP designation with minimum 2 years of experience
Advanced skills in financial planning software
Proven experience in Total Wealth Planning engagements
Robust verbal communication and interpersonal abilities
Enthusiasm for professional learning and growth Contribute to a culture of excellence in wealth management by ensuring client-focused, personalized financial solutions.

📌 Client Focused Financial Planning Associate White Rock
🏢 Scotiabank
📍 White Rock