Senior Financial Planning Associate

Responsibilities

• Support the financial planning needs of an Advisor’s clients through deep discovery and the creation of Total Wealth Plans
• Assist the Advisor in implementing Total Wealth Strategies in collaboration with a team of specialists
• Champion a client-focused culture to deepen existing client relationships
• Support the Advisor in creating and delivering client seminars related to financial planning topics
• Maintain professional financial planning practice standards and stay current on industry trends

Requirements

• CFP or IQFP (QC only) designation
• At least 2 years of experience in financial planning
• Advanced understanding of financial planning software with the ability to model complex strategies
• Proven experience in Total Wealth Planning, from client discovery to plan presentation
• Strong interpersonal and verbal communication skills

Benefits

• Competitive compensation and benefits package including annual incentive plans
• Pension Plan and Employee Share Ownership Plan
• Favourable employee rates for employee banking
• Access to learning and development via Scotia Academy
• An inclusive and collaborative working environment

About the Company

Scotiabank is a leading bank in the Americas, providing a broad range of products and services including personal and commercial banking, wealth management, and capital markets. ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is a full-service wealth management firm known for service excellence and a collaborative culture.