Scotiamcleod Senior Financial Planning Associate - Ottawa

Scotiabank; Ottawa; On-site; CAD 70,000 - 100,000; Full time

Job summary

Scotiabank is seeking a Senior Financial Planning Associate to enhance client relationships and deliver comprehensive wealth strategies. This role involves financial planning, client management, and collaboration with specialists to ensure integrated planning. Join a diverse team focused on growth and community impact.

Benefits

Access to Scotia Academy for upskilling

Inclusive environment that encourages creativity

Opportunities to make a difference in clients’ lives

Qualifications

• CFP or IQFP certification required.
• Licensed as a Registered Representative with CIRO is an asset.
• Deep understanding of comprehensive financial planning.

Responsibilities

• Provide financial planning integrated with wealth management.
• Support financial planning needs through deep discovery and plan preparation.
• Collaborate with internal specialists for organized planning.

Skills

Interpersonal skills

Communication skills

Attention to detail

Education

College or University degree

CFP or IQFP certification

Job description

Requisition ID: #

As a cornerstone business within Scotia Wealth Management(R), ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.

When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking(R), a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.

Purpose:

The primary purpose of the Senior Financial Planning Associate is to provide financial planning that is closely integrated with wealth management, supporting the Wealth Advisor team in creating and developing comprehensive wealth strategies for clients, including the preparation and delivery of personal financial plans. The role also involves client relationship management and identifying growth opportunities.

What You’ll Be Doing:

In this role, you will:

1. Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
2. Support the financial planning needs of the Advisor’s clients through deep discovery, plan preparation, presentation, and implementation of recommendations.
3. Support advisors by inputting client data, building financial plans addressing client goals, providing alternative scenarios, and identifying referral opportunities.
4. Collaborate with internal specialists (Taxation, Insurance, Estate & Trust, Philanthropy) to ensure organized, integrated planning.
5. Participate in monthly Total Wealth Planning calls to ensure consistent service delivery.
6. Provide updates on financial planning trends and strategic recommendations to advisors.

Skills & Qualifications:

We’d love to work with you if you have:

• CFP or IQFP certification required.
• Licensed as a Registered Representative with CIRO is an asset.
• College or University degree.
• Deep understanding of comprehensive financial planning, including investments, estate, retirement, and tax issues.
• Experience in Total Wealth Planning from discovery to presentation.
• Client-facing experience providing financial advice.
• Strong interpersonal, communication, and attention to detail skills.

What’s In It for You:

At ScotiaMcLeod, we support your growth and success through a diverse, inclusive, and performance-oriented culture with coaching, learning, and development opportunities. You will be part of a forward-thinking, collaborative team making a meaningful impact in our communities.

Additional benefits include:

• Access to Scotia Academy for upskilling.
• An inclusive environment that encourages creativity and celebrates success.
• Opportunities to make a difference in clients’ lives and your community.

#LI-Onsite #LI-HA1

Location: Canada : Ontario : Ottawa

Scotiabank is committed to diversity and inclusion. If you require accommodations during recruitment, please inform our Recruitment team. Only candidates selected for an interview will be contacted.