Senior Financial Planning Associate

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.