ScotiaMcLeod Senior Financial Planner

8 hours ago

Calgary, Canada Scotiabank Full time

Requisition ID: 248531 ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by understanding their complete financial picture—life, family, business, and future. Our signature Enriched Thinking® approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions. You’ll be supported by an innovative, team-based environment that values integrity, client focus, and continuous growth. At ScotiaMcLeod, you’re not just building a career—you’re joining a firm where ideas spark, collaboration thrives, and you’re empowered to reach your full potential while making a real impact in your clients' lives. BRIEF INTRODUCTION As a Senior Financial Planning Associate, you will support an Advisor in Total Wealth Planning by preparing and delivering financial plans to clients. IS THIS ROLE RIGHT FOR YOU In the role you will: Support the financial planning needs of an Advisor’s clients through the process of deep discovery and creation and delivery of a Total Wealth Plan Support Advisor in implementation of Total Wealth Strategies in collaboration with Team of Specialists Champion a client focused culture to deepen client relationships Support Advisor in creating and delivering client seminars related to financial planning topics Maintain financial planning professional practice standards while staying current on all financial planning related topics  DO YOU HAVE THE SKILLS We would love to work with you if you have: CFP or IQFP (QC only) designation and ≥ 2 years experience Advanced understanding of financial planning software; ability to model complex strategies  Experience in Total Wealth Planning engagement from client discovery, plan preparation to presentation delivery  Strong interpersonal and verbal communication skills  WHATS IN IT FOR YOU Competitive Compensation and Benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Planand favourable employee rates for employee banking  The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers An organization committed to making a difference in our communities– for you and our clients  An inclusive working environment that encourages creativity, curiosity and celebrates success Learning and Development – via Scotia Academy, a virtual learning experience to upskill and develop your skills at work or from your personal device  #SWM #LI-Onsite

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