Scotia Wealth Management
Senior Associate, Financial Planning Strategy
Job Description
Drive client-centered financial planning at ScotiaMcLeod as a Senior Financial Planning Associate in Ontario. Collaborate with advisors to craft comprehensive wealth management plans.
You will assist in supporting the financial needs of clients by delivering Total Wealth Plans and ensuring successful implementation of strategies. Your role will emphasize strong client relationships and organizing informative seminars on financial topics. A continued commitment to professional practice standards is needed for success.
Key Responsibilities:
• Deliver financial planning support to Advisors’ clients
• Collaborate closely with a team of Specialists
• Build strong client relationships through effective engagement
• Create and lead seminars on financial strategies
• Stay informed on financial planning developments
Requirements:
• CFP or IQFP designation and ≥ 2 years experience
• Strong skills in financial planni...
You will assist in supporting the financial needs of clients by delivering Total Wealth Plans and ensuring successful implementation of strategies. Your role will emphasize strong client relationships and organizing informative seminars on financial topics. A continued commitment to professional practice standards is needed for success.
Key Responsibilities:
• Deliver financial planning support to Advisors’ clients
• Collaborate closely with a team of Specialists
• Build strong client relationships through effective engagement
• Create and lead seminars on financial strategies
• Stay informed on financial planning developments
Requirements:
• CFP or IQFP designation and ≥ 2 years experience
• Strong skills in financial planni...