ScotiaMcLeod Senior Financial Planning Associate - White Rock

Scotiabank; White Rock; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive Compensation and Benefits

Annual incentive plans

Pension Plan

Employee Share Ownership Plan

Favorable employee banking rates

Learning and Development via Scotia Academy

Job summary

A full-service wealth management firm in White Rock is seeking a Senior Financial Planning Associate. The role involves supporting financial planning needs, collaborating with specialists, and maintaining client relationships. Applicants should have a CFP or IQFP designation with at least 2 years of experience. The firm offers a competitive compensation package, an inclusive environment, and opportunities for learning and development.

Qualifications

• CFP or IQFP designation and at least 2 years of experience required.
• Advanced understanding of financial planning software is necessary.
• Experience in Total Wealth Planning engagement from client discovery to presentation.

Responsibilities

• Support financial planning needs through discovery and delivery of a Total Wealth Plan.
• Collaborate with specialists in implementing Total Wealth Strategies.
• Champion a client-focused culture to deepen relationships.
• Assist in creating client seminars on financial planning topics.
• Maintain professional practice standards while staying updated on financial topics.

Skills

CFP or IQFP designation

Financial planning software expertise

Interpersonal skills

Verbal communication skills

Education

2 years experience in financial planning

Job description

ScotiaMcLeod Senior Financial Planning Associate - White Rock

ScotiaMcLeod 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 are 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.

We value the unique skills and experiences each individual brings and are committed to creating an inclusive environment for everyone.

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