ScotiaMcLeod Senior Financial Planning Associate - White Rock

Overview

As a Senior Financial Planning Associate, you will support an Advisor in Total Wealth Planning by preparing and delivering financial plans to clients.

Responsibilities

• Support the financial planning needs of an Advisor’s clients through the process of deep discovery and creation and delivery of a Total Wealth Plan.
• Support Advisor in implementation of Total Wealth Strategies in collaboration with a team of specialists.
• Champion a client-focused culture to deepen client relationships.
• Support Advisor in creating and delivering client seminars related to financial planning topics.
• Maintain financial planning professional practice standards while staying current on all financial planning related topics.

Qualifications

• CFP or IQFP (QC only) designation and ≥ 2 years experience.
• Advanced understanding of financial planning software; ability to model complex strategies.
• Experience in Total Wealth Planning engagement from client discovery, plan preparation to presentation delivery.
• Strong interpersonal and verbal communication skills.

Benefits

• Competitive compensation and benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan and favourable employee rates for employee banking.
• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
• An organization committed to making a difference in our communities—for you and our clients.
• An inclusive working environment that encourages creativity, curiosity and celebrates success.
• Learning and development via Scotia Academy, a virtual learning experience to upskill and develop your skills at work or from your personal device.

Location: Canada – British Columbia – White Rock

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