Become an Associate Financial Planner with Scotiabank, focusing on client-driven financial strategies and collaborative planning. This position enhances financial planning operations.

In this role at Scotiabank’s MD Financial Planning Office, you will provide key paraplanning support to senior planners. You’ll manage the workflow of financial plans, ensuring productive processes and facilitating communication between teams. Your expertise will be crucial in developing comprehensive plans that engage clients effectively.

Key Responsibilities:



• Track incoming financial planning demands and assign cases • Refine processes and documentation for efficiency • Ensure accurate KPI reporting through collaboration • Actively contribute to team development through knowledge sharing • Partner with regional advisors on complex plan creation

Requirements: • Bachelor's degree in Business Administration or related field • CFP or Pl. Fin. designation required within the year • Minimum of three years in client-facing financial services • Expertise in tax and retirement affairs for physicians • Proficiency in French and English for client interactions

Utilize your financial knowledge in a supportive role at Scotiabank, fostering client relationships and enhancing team processes. #J-18808-Ljbffr

📌 Join Scotiabank as an Associate Planner (Winnipeg)
🏢 Scotia Wealth Management
📍 Winnipeg