Job Description
ScotiaMcLeod Senior Financial Planning Associate - White Rock
ScotiaMcLeod 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 are 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.
We value the unique skills and experiences each individual brings and are committed to creating an inclusive environment for everyone.
Responsibilities
- Support the financial planning needs of an Advisor’s clients through the process of deep discovery an...