ScotiaMcLeod Senior Financial Planning Associate - White Rock
Scotiabank · White Rock, Canada · 3d ago
Requisition ID: 257058
ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by understanding their complete financial picture—life, family, business, and future.
Our signature Enriched Thinking® approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions. You’ll be supported by an innovative, team-based environment that values integrity, client focus, and continuous growth.
At ScotiaMcLeod, you’re not just building a career—you’re joining a firm where ideas spark, collaboration thrives, and you’re empowered to reach your full potential while making a real impact in your clients' lives.
As a Senior Financial Planning Associate, you will support an Advisor in Total Wealth Planning by preparing and delivering financial plans to clients.
IS THIS ROLE RIGHT FOR YOU
In the role you will:
-
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 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
DO YOU HAVE THE SKILLS
We would love to work with you if you have:
-
CFP or IQFP (QC only) designation and ≥ 2 years experience
- CPA designation
-
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
WHATS IN IT FOR YOU
-
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
#SWM
#LI-CB1
Location(s): Canada : British Columbia : White Rock
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.