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 advantage 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