Senior Wealth Planning Associate

Support trusted advice at ScotiaMcLeod as a Senior Wealth Planning Associate in White Rock, using CFP expertise and advanced planning software.

ScotiaMcLeod’s Senior Wealth Planning Associate supports an Advisor in delivering Total Wealth Plans to clients. You will contribute across discovery, plan preparation, presentation delivery, and Total Wealth Strategy implementation. Collaboration with specialist teams, client seminars, and professional standards are central to the work. The position also calls for current knowledge of financial planning topics and strong communication.

Key Responsibilities:

• Support Advisors through clients’ deep discovery process
• Develop and deliver Total Wealth Plans
• Collaborate with specialists on strategy implementation
• Help create and deliver financial planning seminars
• Champion client-focused relationships and professional standards

Requirements:

• CFP or Quebec IQFP designation and two years’ experience
• CPA designation
• Advanced understanding of financial planning software
• Ability to model complex financial planning strategies
• Strong interpersonal and verbal communication abilities

Bring wealth planning, strategy modeling, and client communication experience to ScotiaMcLeod’s Total Wealth Planning practice.