ScotiaMcLeod Senior Financial Planning Associate

Scotia Mc Leod  Senior Financial Planning Associate - White Rock

Scotia Mc Leod  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.

• 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

• 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 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