Join an inclusive team at Scotiabank as an Associate Financial Planner. Leverage your financial planning skills to deliver exceptional service and support client goals effectively. As an Associate Financial Planner, you'll serve in MD Financial Management, providing essential financial planning and paraplanning support.

Your expertise will aid in preparing complex plans and improving processes. You will also enhance client relationships by sharing knowledge and insights that benefit both clients and team members alike. Key Responsibilities:

- Monitor incoming financial plan requests and allocate appropriately
- Enhance financial planning documentation and processes
- Partner with reporting teams to ensure effective performance tracking




- Coach and support colleagues in their qualified growth
- Collaborate with advisors on comprehensive financial strategies Requirements:
- Bachelor’s degree in Business Administration, Commerce, or Financial Planning
- Certified Financial Planner designation or willingness to obtain
- At least three years in a client-facing financial services role
- Proficient in tax and retirement planning for physicians
- Fluent in both French and English for effective communication Enhance client satisfaction and financial success as you contribute your expertise at Scotiabank.

📌 Associate Financial Planner Role with Scotiabank (Montreal)
🏢 Scotiabank
📍 Montreal