Wealth Management Planning Associate
Job in
White Rock, BC, Canada
Listed on 2026-04-27
Listing for:
Scotia Wealth Management
Full Time
position Listed on 2026-04-27
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
In this pivotal role, you will support advisors in developing Total Wealth Plans tailored for clients through comprehensive discovery processes. Your contributions will include fostering positive client experiences, collaborating with specialists on strategy implementation, and conducting seminars covering key financial planning topics to empower clients.
Key Responsibilities:
• Deliver and tailor comprehensive Total Wealth Plans
• Collaborate in implementing financial strategies with specialists
• Champion a culture focused on strong client relationships
• Develop and lead financial seminars for client education
• Maintain high professional practice standards
Requirements:
• CFP or IQFP certification with 2+ years experience
• Proficient in advanced financial planning software
• Strong background in client engagement and presentation skills
• Excellent communication and interpersonal abilities
Enhance client wealth management experiences while engaging in growth and collaboration within a team-oriented workplace.
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Position Requirements
10+ Years
work experience
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