Support trusted advice at Scotia

McLeod as a Senior Wealth Planning Associate in White Rock, using CFP expertise and advanced planning software.

Scotia

McLeod’s Senior Wealth Planning Associate supports an Advisor in delivering Total Wealth Plans to clients.

You will contribute across discovery, plan preparation, presentation delivery, and Total Wealth Strategy implementation.

Collaboration with specialist teams, client seminars, and professional standards are central to the work.

The position also calls for current knowledge of financial planning topics and strong communication.

Key Responsibilities: Support Advisors through clients’ deep discovery process
Develop and deliver Total Wealth Plans




Collaborate with specialists on strategy implementation
Help create and deliver financial planning seminars
Champion client-focused relationships and professional standards
Requirements: CFP or Quebec IQFP designation and two years’ experience
CPA designation
Advanced understanding of financial planning software
Ability to model complex financial planning strategies
Robust interpersonal and verbal communication abilities
Bring wealth planning, strategy modeling, and client communication experience to Scotia

McLeod’s Total Wealth Planning practice.

📌 Senior Wealth Planning Associate (Canada)
🏢 Leading
📍 Canada