Scotiabank

ScotiaMcLeod Senior Financial Planning Associate - White Rock

Scotiabank$75K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • CFP or IQFP designation required with 2+ years of experience
  • CPA designation preferred
  • Advanced knowledge of financial planning software
  • Experience in Total Wealth Planning engagement from discovery to presentation
  • Strong interpersonal and communication skills

Responsibilities

  • Support financial planning needs of clients through deep discovery and plan delivery
  • Collaborate with specialists to implement Total Wealth Strategies
  • Promote a client-focused culture to strengthen relationships
  • Assist in creating and delivering client seminars on financial topics
  • Maintain professional practice standards and stay updated on financial planning topics

Benefits

  • Competitive compensation and comprehensive benefits package
  • Opportunity to work with a collaborative team of innovative thinkers
  • Commitment to community impact for employees and clients
  • Inclusive work environment that promotes creativity and success
  • Access to virtual learning opportunities through Scotia Academy
Full Job Description
Requisition ID: 257058

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 6gt;= 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

About Scotiabank

Scotiabankers are committed to helping individuals, companies, and communities to thrive in a changing world. From personal and business banking, brokerage, and insurance, to private wealth, and the most sophisticated commercial, corporate and institutional services, they serve the diverse needs of some 21 million customers in more than 55 countries. Founded in 1832 in Halifax, Nova Scotia, their growth has always been fuelled by the success of their customers and their longevity secured by an unshakable commitment to carefully and expertly managing risk and capital. That focus on doing what's right for customers—short- andlong-term—has made us a global financial services leader. Headquartered in Canada, they are over 86, 000 Scotiabankers strong. Each of us are committed to being the best at understanding their customers' needs and all of us working together to deliver practical advice and relevant solutions that help their customers become financially better off.

Scotiabank Careers

Join Scotiabank, a premier financial institution, and become part of a diverse and inclusive team that’s leading the way in global banking. At Scotiabank, we offer more than just job opportunities; we provide a platform for professional growth and innovation in the financial services industry.

Work You’ll Do

At Scotiabank, we’re not just filling positions; we’re cultivating leaders. Dive into a workplace where diversity training and leadership development shape the path to your future. Our commitment to professional growth is evident in our robust training programs and continuous learning opportunities that foster innovation and strategic thinking.

Explore a World of Opportunities

Whether you’re looking for a full-time position, an internship, or a leadership role, Scotiabank has a spectrum of opportunities to fit your career ambitions. Our team is composed of individuals who bring a wealth of skills and perspectives to our company, driving us forward with their creativity and strategic insights.

Innovative Work Environment

Scotiabank’s culture is one of collaboration and respect, where each team member’s contribution is valued. Engage in meaningful work that challenges you to leverage your skills and push the boundaries of what’s possible in the banking sector. Our innovative projects not only support the growth of the company but also ensure our position as a leader in the industry.

Benefits and Growth

Choosing a career at Scotiabank means opting for a life of growth and opportunity. Our employees enjoy competitive benefits, including comprehensive health coverage, retirement plans, and flexible working conditions, all designed to support your career and personal life. We believe in nurturing our team’s potential by providing them with the tools they need to succeed both professionally and personally.

Join Our Team

Ready to take the next step in your career? Explore the job opportunities at Scotiabank by searching our open positions that match your skills and interests. We are continuously hiring and looking for passionate, curious, and solution-driven team players.

Networking and Professional Development

Stay connected and advance your career through Scotiabank’s extensive networking opportunities. Participate in events that connect you with other professionals and leaders within the industry. Our career resources will help you prepare your resume, ace your interviews, and land the job that best suits your career goals.

Stay Ahead

Keep up to date with the latest in career tips, industry insights, and company news—all from the people who work here at Scotiabank. Personalize your experience by subscribing to job alert emails tailored to your preferences and be the first to know about new openings and exciting developments. Join Scotiabank and be part of a team that values integrity, respect, and accountability. Discover how your career can flourish in an environment committed to your professional development and personal growth.
Learn more about Scotiabank
Size
90,619 employees
Market Cap
$57.5 billion
Industry
5 Year Trend
+7%
NASDAQ

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