ScotiaMcLeod Senior Financial Planning Associate - Toronto Plaza

Scotiabank•Toronto, ON

4d•Onsite

About The Position

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. As a Senior Financial Planning Associate, you will support an Advisor in Total Wealth Planning by preparing and delivering financial plans to clients.

Requirements

CFP or IQFP (QC only) designation and ≥ 2 years experience is required
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

Responsibilities

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