Financial Planning Associate

7 days ago


London, Ontario, Canada Scotiabank Full time
Job Description

We are seeking a skilled Financial Planning Associate to join our team in Toronto. This is a contract position that will provide financial planning support to Senior Total Wealth Planners.

Key Responsibilities:
  • Prepare comprehensive financial plans for high-net-worth clients, working collaboratively with Senior Total Wealth Planners to create preliminary plans and finalize recommendations.
  • Administer the financial planning process, ensuring accuracy, completeness, and timeliness of plans, while maintaining confidentiality and adhering to regulatory requirements.
  • Support the compliance and quality control mandate by reviewing plans completed by advisors and providing feedback to improve the quality of the financial planning product.
Requirements:
  • University degree, working towards a financial planning designation (CFP), and minimum 2 years of experience in an advisory role within the financial services industry.
  • Strong analytical and problem-solving skills, with ability to work effectively in a team environment and communicate complex ideas clearly.
  • Familiarity with Scotia Wealth Management's products and services, as well as knowledge of financial planning principles and best practices.


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