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 professional 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.
Senior Financial Planning Associate White Rock in Surrey employer: Scotiabank
Scotiabank is an exceptional employer that fosters a purpose-driven and inclusive culture, making it an ideal place for professionals seeking to excel in the financial services industry. With a strong focus on employee growth, you will have access to comprehensive training and development opportunities while working alongside senior leadership in a collaborative environment. Located in vibrant cities like Calgary and Vancouver, you will enjoy a dynamic work-life balance and the chance to make a meaningful impact on ultra-high net worth clients across Canada and internationally.
