Advanced Planning Associate - Agriculture Sector

Develop your financial advisory career at Scotiabank as an Advanced Planning Associate, where you'll provide exceptional support to agricultural clients across Canada. Focus on detailed tax and financial planning strategies for high-net-worth individuals.

In this role, you'll be integral to the Agricultural Advisory Service Team, helping manage and prepare critical client documentation and participate in client meetings. By working on advanced financial planning elements, you will gain exposure to the complexities of wealth management in the agricultural industry. Your efforts will directly influence clients' financial well-being and business transitions.

Key Responsibilities:

• Collect and review client tax and financial records

• Attend and support client discovery meetings where required

• Draft financial summaries and prepare presentation materials

• Organize internal document management and templates

• Assist with inquiries from Relationship Managers regarding client needs

Requirements:

• Education in finance, accounting, or a related field

• Chartered Professional Accountant or similar designation

• Passion for learning about agricultural financial planning

• Experience in relevant financial planning software preferred

• Interest or background in the agricultural industry

Leverage your skills to make impactful contributions in the agricultural financial planning space at Scotiabank.
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