Support ScotiaMcLeod advisors in White Rock by preparing personalized wealth plans, modeling complex strategies, and strengthening client relationships. Apply Total Wealth Planning expertise.

This Senior Wealth Planning Associate role focuses on helping Advisor clients understand their complete financial picture. You will contribute across deep discovery, plan preparation, delivery, and implementation alongside a Team of Specialists. You will also support seminars covering financial planning topics and maintain professional practice standards. ScotiaMcLeod combines investment, wealth planning, and advisory specialists through its Enriched Thinking® approach, creating personalized solutions for clients’ life, family, business, and future considerations.

Key Responsibilities:





- Guide client discovery for Total Wealth Planning engagements
- Prepare plans and support presentation delivery
- Collaborate with Specialists on strategy implementation
- Help create and deliver client financial planning seminars
- Stay current on financial planning topics

Requirements:

- CFP or IQFP designation in Quebec
- Two or more years of experience
- Experience from discovery through plan presentation
- Advanced financial planning software knowledge
- Robust verbal and interpersonal communication

Use discovery, planning software, and communication skills to support personalized Total Wealth solutions at ScotiaMcLeod.

📌 Senior Wealth Planning Associate (Canada)
🏢 Scotiabank
📍 Canada