ScotiaMcLeod Senior Financial Planning Associate - White Rock

Scotia Wealth Management; White Rock; On-site; CAD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive compensation package

Employee Share Ownership Plan

Learning and development opportunities

Job summary

A leading financial services firm is seeking a Senior Financial Planning Associate located in White Rock, British Columbia. In this role, you will support an advisor by preparing and delivering comprehensive financial plans to clients, implement Total Wealth Strategies, and maintain high professional standards. Candidates should possess a CFP or IQFP designation and have at least 2 years of experience in financial planning. The position offers a competitive compensation package and a supportive, inclusive work environment.

Qualifications

• Minimum 2 years experience in financial planning support roles.
• Advanced understanding of financial planning software to model complex strategies.
• Experience in Total Wealth Planning from discovery to presentation.

Responsibilities

• Support clients in creating and delivering Total Wealth Plans.
• Implement Total Wealth Strategies with a team of specialists.
• Maintain financial planning standards and stay current on topics.

Skills

Interpersonal skills

Verbal communication

Financial planning software expertise

Education

CFP or IQFP designation

Job description

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