Enhance client goals as an Associate Financial Planner with Scotiabank. Engage in financial planning, support complex plans, and develop tools in an inclusive culture.

Scotiabank is seeking an Associate Financial Planner to join the MD Financial Planning Office. In this role, you will provide centralized planning and paraplanning support to senior planners, ensuring productive processes and documentation. With your expertise, you will assist in preparing detailed financial plans by integrating diverse financial data.

Key Responsibilities:



• Monitor and assign incoming financial planning requests • Maintain and improve documentation and processes • Liaise with the reporting team to improve KPI tracking • Share knowledge to enhance team development • Collaborate with advisors to create comprehensive plans

Requirements: • Degree in Business Administration or Financial Planning • CFP designation or willingness to obtain within one year • Minimum three years of client-facing financial services experience • Strong understanding of tax and retirement planning for physicians • Proficient in both French and English

Maximize your financial planning skills while supporting Scotiabank’s mission to deepen client relationships. #J-18808-Ljbffr

📌 Financial Planner Support at Scotiabank (Winnipeg)
🏢 Scotia Wealth Management
📍 Winnipeg