ScotiaMcLeod Financial Planner

Overview

As a cornerstone business within Scotia Wealth Management®, Scotia Mc Leod  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 Scotia Mc Leod , you’ll be empowered to deliver Enriched Thinking®, 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 wealth‑management approach, considering all 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 enable clients to see not just the big picture, but all the little ones too. As a Senior Financial Planning Associate, you will support an Advisor in Total Wealth Planning by preparing and delivering financial plans to clients.

• 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 related topics

• 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

• Competitive Compensation and Benefits package including annual incentive plans, time‑off entitlements, Pension Plan, Employee Share Ownership Plan and favourable employee rates for banking
• The opportunity to join a forward‑thinking organization surrounded by a collaborative team of innovative thinkers
• An organization committed to making a difference in our communities—for you and your 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

Canada :
Ontario :
Ottawa