Drive impactful financial planning as an Associate Financial Planner at Scotiabank in Montreal. Support senior planners and contribute to complex financial strategies.

Join Scotiabank's MD Financial Planning Office as an Associate Financial Planner. This role involves providing essential paraplanning support to senior financial planners by preparing intricate financial plans. You will also be responsible for monitoring incoming requests and ensuring service level agreements are met.

Key Responsibilities:
• Oversee demand for financial plans and assign appropriately
• Improve and maintain financial process documentation
• Collaborate with reporting teams for effective KPIs
• Share expertise for team development




• Work with regional advisors on financial plan development

Requirements:
• Degree in Business Administration, Commerce, or Financial Planning
• Hold or be willing to obtain the CFP designation
• At least three years of client-facing financial services experience
• In-depth knowledge of tax and retirement planning for physicians
• Bilingual in French and English for client interaction

Leverage your skills to enhance Scotiabank’s financial planning services and deepen client engagement.
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📌 Associate Financial Planner Role in Montreal (Quebec City)
🏢 Scotia Wealth Management
📍 Quebec City