ScotiaMcLeod Financial Planner Plaza

Financial Planner – Scotia Mc Leod

Scotia Mc Leod , a cornerstone business within Scotia Wealth Management®, is renowned for service excellence and trusted investment advice. Join our team and deliver Enriched Thinking®, a client‑centric approach that incorporates our insights and the client’s thinking to drive results. You will support an Advisor in Total Wealth Planning by preparing and delivering comprehensive financial plans.

• Support the financial planning needs of an Advisor’s clients through deep discovery and creation of a Total Wealth Plan.
• Assist the Advisor in implementing Total Wealth Strategies in collaboration with a team of specialists.
• Champion a client‑focused culture to deepen relationships.
• Create and deliver client seminars on financial planning topics.
• Maintain professional practice standards and stay current on all financial‑planning topics.

• CFP or IQFP (QC only) designation and ≥ 2 years experience.
• Advanced understanding of financial‑planning software and ability to model complex strategies.
• Experience in Total Wealth Planning engagements from client discovery through 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 banking rates.
• Opportunities to join a forward‑thinking organization with a collaborative, innovative team.
• An organization committed to making a difference in our communities—for you and our clients.
• Inclusive working environment that encourages creativity, curiosity and celebrates success.
• Learning and development through Scotia Academy—online learning to upskill from any device.

Location:

Toronto, Ontario, Canada.

Scotiabank is committed to creating and maintaining an inclusive and accessible environment. Accommodations are available for applicants throughout the recruitment process. Candidates should apply directly online to be considered.

We value the unique skills and experiences each individual brings and are an equal‑opportunity employer.