Join Scotiabank as an Agricultural Advisory Associate focused on advanced financial planning services for agricultural clients across Canada. Utilize your skills in tax planning and document management to support high-net-worth individuals.

This role involves close collaboration with the Agricultural Advisory Service Team to provide comprehensive support. You'll gather and review critical client information, assist in meeting preparations, and help draft key financial documents. Engage directly with ultra-high-net-worth clients, embracing opportunities to learn about complex agricultural financial matters.

Key Responsibilities:
• Assist in gathering and reviewing tax and financial documents
• Support presentations and attend client meetings as required




• Draft meeting notes and financial summaries for approval
• Organize logistics for internal training sessions
• Facilitate document flow between teams and clients

Requirements:
• Degree in finance, accounting, or related discipline
• CPA designation with In-Depth Tax Course completed
• Interest in agricultural financial planning and estate management
• Experience with financial planning software like Conquest
• Familiarity with the agricultural sector is beneficial

Drive your career forward at Scotiabank by offering specialized financial planning services to agricultural clients.
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📌 Scotiabank Agricultural Advisory Associate (Alberta)
🏢 Scotiabank
📍 Alberta