Drive client success in wealth management as a Senior Financial Planning Associate, delivering financial plans to meet unique client needs while cultivating robust relationships.In this pivotal role, you will support advisors in developing Total Wealth Plans tailored for clients through comprehensive discovery processes. Your contributions will include fostering positive client experiences, collaborating with specialists on strategy implementation, and conducting seminars covering key financial planning topics to empower clients.Key Responsibilities:
Deliver and tailor comprehensive Total Wealth Plans
Collaborate in implementing financial strategies with specialists
Champion a culture focused on strong client relationships
Develop and lead financial seminars for client education
Maintain high skilled practice standardsRequirements:
CFP or IQFP certification with 2+ years experience
Proficient in advanced financial planning software
Robust background in client engagement and presentation skills
Excellent communication and interpersonal abilitiesEnhance client wealth management experiences while engaging in growth and collaboration within a team-oriented workplace.#J-18808-Ljbffr

📌 Wealth Management Planning Associate White Rock
🏢 Scotia Wealth Management
📍 White Rock