Support Total Wealth Planning in White Rock as a Senior Financial Planning Associate with ScotiaMcLeod. Prepare financial plans and deliver personalized client advice.
As a Senior Financial Planning Associate, you will support an Advisor serving clients through discovery, plan preparation, and presentation delivery. You will help implement Total Wealth Strategies with specialist teams, maintain professional practice standards, and contribute to financial planning seminars. The work centers on understanding clients’ complete financial pictures.
Key Responsibilities:
- Support client discovery for Total Wealth Planning engagements
- Prepare and deliver comprehensive financial plans
- Implement Total Wealth Strategies with specialist teams
- Support client seminars on financial planning topics
- Maintain financial planning skilled practice standards
Requirements:
- CFP or IQFP designation for Quebec applicants
- At least two years of experience
- Advanced financial planning software understanding
- Ability to model complex financial strategies
- Strong interpersonal and verbal communication skills
Bring financial planning expertise, client discovery experience, and communication skills to ScotiaMcLeod’s Total Wealth Planning practice.
📌 Senior Financial Planning Associate White Rock
🏢 Scotiabank
📍 White Rock
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.