Overview

As a Senior Financial Planning Associate, you will support an Advisor in Total Wealth Planning by preparing and delivering financial plans to clients.

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.




- Strong 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 opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of cutting-edge 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
🏢 Scotia Wealth Management
📍 White Rock