Lead with Total Wealth Planning expertise as a Senior Financial Planning Associate in White Rock, supporting complex client strategies and plan delivery.

At ScotiaMcLeod, you will support an Advisor serving clients through deep discovery and Total Wealth Planning. The work includes financial plan preparation, presentation delivery, strategy implementation, and client seminars. You will collaborate with specialists while maintaining qualified practice standards and current planning knowledge.

Key Responsibilities:
Support client discovery and creation of Total Wealth Plans
Prepare and deliver personalized financial plans to clients
Implement Total Wealth Strategies with specialist teams
Support financial planning seminars for Advisor clients




Maintain skilled practice standards and current planning knowledge

Requirements:
CFP or IQFP designation, with at least two years' experience
CPA designation
Advanced financial planning software and complex strategy modeling skills
Total Wealth Planning engagement experience from discovery through presentation
Robust interpersonal and verbal communication skills

Apply financial planning expertise, complex modeling, and communication skills to support ScotiaMcLeod clients in White Rock.

📌 Senior Financial Planning Associate Surrey
🏢 Scotia Wealth Management
📍 Surrey