Build Total Wealth Plans in White Rock with ScotiaMcLeod, using advanced financial planning software and strong client communication skills. Support advisors through personalized planning engagements.
As a Senior Financial Planning Associate, you will support an Advisor’s clients through discovery, plan preparation, and presentation delivery. You will help implement Total Wealth Strategies with Specialists while championing client-focused relationships. The role also includes supporting financial planning seminars and maintaining professional practice standards. ScotiaMcLeod’s Enriched Thinking® approach connects investment, wealth planning, and advisory expertise around each client’s complete financial picture.
Key Responsibilities: Support deep discovery and Total Wealth Plan development




Prepare and deliver financial plans to clients
Implement Total Wealth Strategies with Specialist collaboration
Support client seminars on financial planning topics
Maintain professional standards and current planning knowledge
Requirements: CFP or IQFP designation for Quebec candidates
At least two years of relevant experience
Advanced financial planning software understanding
Ability to model complex financial strategies
Robust interpersonal and verbal communication skills
Bring Total Wealth Planning, strategy modeling, and client communication expertise to ScotiaMcLeod’s White Rock advisory practice.

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