Financial Planning Associate
1 week ago
ScotiaMcLeod is a cornerstone business within Scotia Wealth Management, renowned for its integrity based on service excellence and trusted investment advice. Our advisors and teams take pride in exploring innovative approaches to protecting and growing their clients' assets.
Job SummaryWe are seeking a skilled Financial Planning Associate to provide financial planning closely integrated with wealth management, supporting the Wealth Advisor team in creating comprehensive wealth strategies for clients. The successful candidate will champion a customer-focused culture, deepen client relationships, and leverage broader Bank relationships, systems, and knowledge.
Key Responsibilities- Support the financial planning needs of assigned clients, including deep discovery, plan preparation, and presentation delivery.
- Proactively support advisors by inputting client data, building financial plans, and contributing to ongoing professional practice through monthly Total Wealth Planning calls.
- Provide updates on financial planning and industry trends, and strategic recommendations that may benefit clients.
- Candidates must hold a CFP or IQFP designation and be licensed as a Registered Representative with the Canadian Investment Regulatory Organization (CIRO).
- Deep understanding of the comprehensive financial planning process, including investments, asset protection, retirement, estate planning, and tax issues.
- Experience in Total Wealth Planning engagement from client discovery to plan presentation delivery.
- A commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development.
- An organization dedicated to making a difference in our communities – for you and our clients.
We offer a competitive salary range estimated at $85,000 - $110,000 per year, depending on experience, plus benefits and opportunities for growth and development.
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Financial Planning Associate
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1 week ago
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