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.

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📌 Senior Financial Planning Associate White Rock (British Columbia)
🏢 Scotiabank
📍 British Columbia