ScotiaMcLeod Senior Financial Planning Associate - White RockScotiaMcLeod is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we are committed to helping clients grow and protect their wealth by understanding their complete financial picture—life, family, business, and future.Our signature Enriched Thinking® approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions. You’ll be supported by an innovative, team-based environment that values integrity, client focus, and continuous growth.We value the unique skills and experiences each individual brings and are committed to creating an inclusive environment for everyone.ResponsibilitiesSupport the financial planning needs of an Advisor’s clients through the process of deep discovery and creation and delivery of a Total Wealth PlanSupport Advisor in implementation of Total Wealth Strategies in collaboration with a team of specialistsChampion a client-focused culture to deepen client relationshipsSupport Advisor in creating and delivering client seminars related to financial planning topicsMaintain financial planning qualified practice standards while staying current on all financial planning related topicsQualificationsCFP or IQFP (QC only) designation and ≥ 2 years experienceAdvanced understanding of financial planning software; ability to model complex strategiesExperience in Total Wealth Planning engagement from client discovery, plan preparation to presentation deliveryStrong interpersonal and verbal communication skillsBenefitsCompetitive Compensation and Benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan and favourable employee rates for employee bankingThe opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkersAn organization committed to making a difference in our communities for you and our clientsAn inclusive working environment that encourages creativity, curiosity and celebrates successLearning and Development – via Scotia Academy, a virtual learning experience to upskill and develop your skills at work or from your personal deviceLocation: Canada – British Columbia – White Rock#J-18808-Ljbffr

📌 Scotiamcleod Senior Financial Planning Associate - White Rock
🏢 Scotiabank
📍 White Rock