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 and maintain client relationships
• Support the Advisor in creating and delivering client seminars regarding financial planning topics
• Maintain professional financial planning practice standards and stay current on industry trends

Requirements

• CFP or IQFP (QC only) designation
• Minimum of 2 years of relevant experience
• 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
• Proficiency in both English and French

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

ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm dedicated to helping clients grow and protect their wealth. We utilize an Enriched Thinking® approach, bringing together investment, wealth planning, and advisory specialists to deliver personalized solutions in a collaborative, innovative environment.