Senior Financial Planning Associate
1 week ago
Scotiabank is seeking a highly skilled Senior Financial Planning Associate to join our team in Canada. As a key member of our ScotiaMcLeod team, you will play a critical role in providing financial planning support to our dedicated Wealth Advisors.
Key Responsibilities:- Contribute to the overall success of ScotiaMcLeod by executing individual goals, plans, and initiatives in support of our business strategies and objectives.
- Ensure all activities are conducted in compliance with governing regulations, internal policies, and procedures.
- Provide financial planning support to Wealth Advisors, including preparing and delivering personal financial plans to clients.
- Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
- Proactively support the financial planning needs of advisors by inputting client data, building financial plans, and identifying referral opportunities.
- Collaborate with internal specialists to ensure a consistent and organized approach to planning.
- Contribute to the ongoing professional practice by participating in monthly Total Wealth Planning calls.
- Provide general support to Wealth Advisors by sharing financial planning trends and strategic recommendations.
- Maintain awareness of the latest legislative and financial industry changes that may affect financial planning techniques.
- Designation, Licensing: CFP or IQFP (QC only)
- In-depth understanding of the comprehensive financial planning process
- College or University degree
- Proficient with Microsoft Office suite, specifically Word and Excel
- Advanced understanding of financial planning software
- Experience in Total Wealth Planning engagement and client-facing roles
- Strong interpersonal and verbal communication skills
- Strong attention to detail and results-focused mindset
Scotiabank is a leading financial institution in Canada, committed to delivering exceptional customer experiences and driving business success. Our ScotiaMcLeod team is dedicated to providing innovative financial solutions and exceptional service to our clients.
-
Senior Financial Planning Associate
3 days ago
Edmonton, Alberta, Canada Scotiabank Full timeSenior Financial Planning AssociateScotiabank is seeking a highly skilled Senior Financial Planning Associate to join our team in Canada. As a key member of our ScotiaMcLeod team, you will play a critical role in providing financial planning support to our dedicated Wealth Advisors.Key Responsibilities:Contribute to the overall success of ScotiaMcLeod by...
-
Senior Financial Planning Associate
3 days ago
Edmonton, Alberta, Canada Scotiabank Full timeSenior Financial Planning AssociateScotiabank is seeking a highly skilled Senior Financial Planning Associate to join our team in Canada. As a key member of our ScotiaMcLeod team, you will play a critical role in providing financial planning support to our dedicated Wealth Advisors.Key Responsibilities:Contribute to the overall success of ScotiaMcLeod by...
-
Senior Financial Planning Associate
4 days ago
Edmonton, Alberta, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Planning Associate to join our team at ScotiaMcLeod. As a key member of our Wealth Management team, you will play a critical role in providing financial planning support to our dedicated Wealth Advisors.Key ResponsibilitiesChampion a customer-focused culture to deepen client relationships and...
-
Senior Financial Planning Associate
5 days ago
Edmonton, Alberta, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Planning Associate to join our team at ScotiaMcLeod. As a key member of our Wealth Management team, you will play a critical role in providing financial planning support to our dedicated Wealth Advisors.Key ResponsibilitiesChampion a customer-focused culture to deepen client relationships and...
-
Senior Financial Planning Associate
2 weeks ago
Edmonton, Alberta, Canada Scotiabank Full timeJob SummaryWe are seeking a highly skilled Senior Financial Planning Associate to join our ScotiaMcLeod team in Canada. As a key member of our Wealth Management team, you will play a critical role in providing financial planning support to our dedicated Wealth Advisors.Key ResponsibilitiesFinancial Planning Expertise: Provide financial planning support to...
-
Senior Financial Planning Associate
2 weeks ago
Edmonton, Alberta, Canada Scotiabank Full timeJob SummaryWe are seeking a highly skilled Senior Financial Planning Associate to join our ScotiaMcLeod team in Canada. As a key member of our Wealth Management team, you will play a critical role in providing financial planning support to our dedicated Wealth Advisors.Key ResponsibilitiesFinancial Planning Expertise: Provide financial planning support to...
-
Senior Financial Planning Associate
2 weeks ago
Edmonton, Alberta, Canada Scotiabank Full timeJob SummaryWe are seeking a highly skilled Senior Financial Planning Associate to join our ScotiaMcLeod team in Canada. As a key member of our Wealth Management team, you will play a critical role in providing financial planning support to our dedicated Wealth Advisors.Key ResponsibilitiesFinancial Planning Expertise: Provide financial planning support to...
-
Senior Financial Planning Associate
3 weeks ago
Edmonton, Alberta, Canada Scotiabank Full timeJob SummaryWe are seeking a highly skilled Senior Financial Planning Associate to join our ScotiaMcLeod team in Canada. As a key member of our Wealth Management team, you will play a critical role in providing financial planning support to our dedicated Wealth Advisors.Key ResponsibilitiesFinancial Planning Expertise: Provide financial planning support to...
-
Financial Planning Specialist
7 days ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeUnlock Your Potential as a Senior Financial AdvisorAt Arrow Financial Business, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a vital role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.Key...
-
Financial Planning Specialist
7 days ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeUnlock Your Potential as a Senior Financial AdvisorAt Arrow Financial Business, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a vital role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.Key...
-
Financial Planning Specialist
4 days ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeUnlock Your Potential as a Senior Financial AdvisorAt Arrow Financial Business, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a vital role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.Key...
-
Financial Planning Specialist
5 days ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeUnlock Your Potential as a Senior Financial AdvisorAt Arrow Financial Business, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a vital role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.Key...
-
Financial Planning Specialist
5 days ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeUnlock Your Potential as a Senior Financial AdvisorAt Arrow Financial Business, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a vital role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.Key...
-
Financial Planning Specialist
7 days ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeUnlock Your Potential as a Senior Financial AdvisorAt Arrow Financial Business, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a vital role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.Key...
-
Financial Planning Specialist
5 days ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeUnlock Your Potential as a Senior Financial AdvisorAt Arrow Financial Business, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a vital role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.Key...
-
Financial Planning Specialist
7 days ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeUnlock Your Potential as a Senior Financial AdvisorAt Arrow Financial Business, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a vital role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.Key...
-
Senior Associate, Architecture
4 days ago
Edmonton, Alberta, Canada Kasian Architecture Interior Design and Planning Full timeAbout Kasian Architecture Interior Design and PlanningKasian is one of the largest integrated architecture and interior design firms in Canada, with a network of offices across Canada and overseas. We strive to enhance the human experience through great design, creating environments that inspire and improve lives.Opportunity for a Senior Associate,...
-
Senior Associate, Architecture
4 days ago
Edmonton, Alberta, Canada Kasian Architecture Interior Design and Planning Full timeAbout Kasian Architecture Interior Design and PlanningKasian is one of the largest integrated architecture and interior design firms in Canada, with a network of offices across Canada and overseas. We strive to enhance the human experience through great design, creating environments that inspire and improve lives.Opportunity for a Senior Associate,...
-
Financial Planning Associate
1 week ago
Edmonton, Alberta, Canada Trusted Accounting & Tax Services Inc. Full timeJob SummaryWe are seeking a highly skilled Financial Planning Associate to join our team at Trusted Accounting & Tax Services Inc. As a key member of our financial services team, you will be responsible for providing expert financial planning and advisory services to our clients.Key ResponsibilitiesFinancial Planning: Develop and implement comprehensive...
-
Financial Planning Associate
1 week ago
Edmonton, Alberta, Canada Trusted Accounting & Tax Services Inc. Full timeJob SummaryWe are seeking a highly skilled Financial Planning Associate to join our team at Trusted Accounting & Tax Services Inc. As a key member of our financial services team, you will be responsible for providing expert advice on trust account investments and developing financial plans for clients.Key ResponsibilitiesAdvise clients on trust account...
