ScotiaMcLeod Senior Financial Planning Associate - White Rock
ScotiaMcLeod is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we are committed to helping clients grow and protect their wealth by understanding their complete financial picture—life, family, business, and future.

Our signature Enriched Thinking ® approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions. You’ll be supported by an innovative, team-based environment that values integrity, client focus, and continuous growth.

We value the unique skills and experiences each individual brings and are committed to creating an inclusive environment for everyone.

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 Benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan and favourable employee 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

Location: Canada – British Columbia – White Rock

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📌 ScotiaMcLeod Senior Financial Planning Associate - White Rock (British Columbia)
🏢 Scotiabank
📍 British Columbia