Financial Planning Strategist

4 days ago


Oakville, Ontario, Canada Scotiabank Full time

About Us

Scotiabank is a cornerstone business within Scotia Wealth Management, recognized for its service excellence and trusted investment advice. Our advisors and teams focus on innovative approaches to protecting and growing clients' assets.

We are seeking a Senior Financial Planning Associate to provide integrated financial planning that supports our Wealth Advisor team in creating comprehensive wealth strategies for clients, including personal financial plans.

Your Key Responsibilities

  • Champion a customer-centric culture to deepen client relationships and leverage Bank resources.
  • Support the financial planning needs of assigned clients through deep discovery, plan preparation, and implementation.
  • Contribute to ongoing professional practice by participating in monthly Total Wealth Planning calls with local experts.
  • Provide updates on industry trends and strategic recommendations to Wealth Advisors.

You'll Be Successful If You Have:

  • Certified Financial Planner (CFP) or Investment Qualifying Financial Professional (IQFP) designation.
  • Registration as a Registered Representative with CIRO.
  • In-depth understanding of comprehensive financial planning processes, investments, asset protection, retirement, estate planning, and tax issues.
  • Experience in Total Wealth Planning engagements from client discovery to presentation delivery.

What's In It For You?

  • A performance-oriented culture that includes coaching, learning, and development opportunities.
  • An organization committed to diversity, inclusion, and community impact.
  • The chance to make a difference in the futures of 25 million customers.

Location: Oakville, Ontario, Canada

We value diverse skills and experiences at Scotiabank and strive to create an inclusive environment. Apply directly online to be considered for this role.



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