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 skilled 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
- Strong interpersonal and verbal communication skills

Bring Total Wealth Planning, strategy modeling, and client communication expertise to ScotiaMcLeod's White Rock advisory practice.

📌 Senior Financial Planning Associate (Surrey)
🏢 Scotiabank
📍 Surrey