Lead with Total Wealth Planning expertise as a Senior Financial Planning Associate in White Rock, supporting complex client strategies and plan delivery.
At ScotiaMcLeod, you will support an Advisor serving clients through deep discovery and Total Wealth Planning. The work includes financial plan preparation, presentation delivery, strategy implementation, and client seminars. You will collaborate with specialists while maintaining professional practice standards and current planning knowledge.
Key Responsibilities:
- Support client discovery and creation of Total Wealth Plans
- Prepare and deliver personalized financial plans to clients
- Implement Total Wealth Strategies with specialist teams
- Support financial planning seminars for Advisor clients
- Maintain professional practice standards and current planning knowledge
Requirements:
- CFP or IQFP designation, with at least two years' experience
- CPA designation
- Advanced financial planning software and complex strategy modeling skills
- Total Wealth Planning engagement experience from discovery through presentation
- Strong interpersonal and verbal communication skills
Apply financial planning expertise, complex modeling, and communication skills to support ScotiaMcLeod clients in White Rock.
Senior Financial Planning Associate in Surrey employer: Scotia Wealth Management
Scotia Wealth Management is an exceptional employer that fosters a collaborative and innovative work culture in the heart of Toronto. With a strong focus on employee growth, we offer comprehensive training programs and career advancement opportunities, ensuring our team members thrive in their roles. Join us to be part of a dynamic environment where your contributions directly enhance the advisor experience and client outcomes, making a meaningful impact in the wealth management sector.
