Scotiabank
Senior Wealth Planning Associate Role
Job Description
Drive financial planning success at ScotiaMcLeod in London, Ontario. As a Senior Financial Planning Associate, you'll support Advisors by developing and delivering comprehensive wealth plans.
Your role will involve active engagement with clients, aiding in their financial journeys through Total Wealth Planning. With advanced knowledge and at least two years of relevant experience, you'll collaborate with specialists to ensure clients receive tailored solutions reflecting their aspirations.
Key Responsibilities:
• Create and deliver tailored Total Wealth Plans for clients
• Collaborate with financial specialists to implement strategies
• Promote a client-focused approach to deepen relationships
• Facilitate seminars on essential financial planning topics
• Stay updated on financial planning standards and practices
Requirements:
• CFP or IQFP designation with over 2 years’ experience
• Proficient in advanced...
Your role will involve active engagement with clients, aiding in their financial journeys through Total Wealth Planning. With advanced knowledge and at least two years of relevant experience, you'll collaborate with specialists to ensure clients receive tailored solutions reflecting their aspirations.
Key Responsibilities:
• Create and deliver tailored Total Wealth Plans for clients
• Collaborate with financial specialists to implement strategies
• Promote a client-focused approach to deepen relationships
• Facilitate seminars on essential financial planning topics
• Stay updated on financial planning standards and practices
Requirements:
• CFP or IQFP designation with over 2 years’ experience
• Proficient in advanced...