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Added 1 hour ago
GO
Senior Policy Advisor
Government of Yukon
Whitehorse, YT
- Full-time
Commitment to client service and flexibility.
Added 1 hour ago
NB
Technology Associate
National Bank of Canada
Winnipeg, MB
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 1 hour ago
CG
Director, Strategic Alliance Group
Compass Group Canada
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…drive retention and expansion across a portfolio of high-value client partnerships. This role is a key driver of retention and growth and is responsible for driving client satisfaction and…
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Account Director
Tru
Toronto, ON
- Full-time
The Account Director owns the full client lifecycle for a $3M to $5M account portfolio, serving as an executive advisor to clients and a strategic partner to internal teams. This role leads…
Added 1 hour ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Jean-sur-Richelieu, QC · St-Jean-Sur-Richelieu, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 2 hours ago
SQ
Bilingual ADP Sales Manager
Sunlife Québec
Quebec, QC
- Full-time
Are you a sales leader who is passionate about coaching, advisor development and helping new advisors build successful careers? The ADP Sales Manager plays a critical role in supporting the…
Added 2 hours ago
RB
Client Advisor
Royal Bank of Canada
Regina, SK
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 4 hours ago
RB
Client Advisor Intern
Royal Bank of Canada
Norfolk, ON
- Part-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
Added 4 hours ago
RB
Client Advisor
Royal Bank of Canada
Ottawa, ON
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 4 hours ago
RB
Financial Advisor Intern
Royal Bank of Canada
Prince Albert, SK
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You…
Added 4 hours ago
RB
Client advisor
Royal Bank of Canada
Regina, SK
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 5 hours ago
O
National Accounts Director
OPENLANE
Brampton, ON
- $100,000 to $125,000 CAD / year
- Full-time
…The core focus of this role is (1) to retain our high-value client base to increase consignment and sales volume and (2) drive revenue expansion through service penetration. This will be…
Added 6 hours ago
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Advisor, Securities
Desjardins
Amos, QC · La Sarre, QC · Montreal, QC · Rouyn-Noranda, QC · Val-d'Or, QC · Service Signature Abitibi-Témiscamingue et Nord-du-Québec
- Full-time
…services through various distribution channels based on member/client needs and current strategies and practices. Your focus areas include discretionary management, mutual funds,…
Added 6 hours ago
RB
Director, New Accounts and Documentation
Royal Bank of Canada
Toronto, ON
- Full-time
Strategic Advisory and Escalation – Serve as senior-level advisor for decision-making across all groups within scope. Act as point of escalation for matters unresolved by managers and as…
Added 6 hours ago
RB
Insurance Advisor - Life, Health & Wealth
Royal Bank of Canada
St. John's, NL
- Full-time
…Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life, Health & Wealth (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network…
Added 7 hours ago
K
Senior Manager, Technology Strategy & Digital Transformation
KPMG
Vancouver, BC
- Full-time
…system selection and AI strategy engagements, while building client relationships, shaping integrated solutions and contributing to practice…
Added 7 hours ago
CA
Graduate Assistant - Student Solutions Hub
Career and Professional Development Center
St. Mary's, NL · St Marys, NL
- Internship
…work focuses on preparation; spring work supports the initial client projects. Meetings and student activities will fit within assigned hours. This is a paid…
Added 7 hours ago
OS
Manager / Senior Manager, Healthcare - Industries and Government Practice
Optimus SBR
Toronto, ON
- Full-time
Manage day-to-day client relationships and serve as a trusted advisor to healthcare leaders and stakeholders
Added 7 hours ago
RC
Management Consulting Director, Technology
RSM Canada
Toronto, ON
- Full-time
…the continued growth of the practice by expanding strategic client relationships, developing new market opportunities, and leading complex technology transformation…
Added 7 hours ago
BT
Senior Manager, Small Business Services
Baker Tilly Canada
Winnipeg, MB
- Full-time
Client service and advisory. You will be the trusted advisor to small and owner-managed businesses. That means meeting with clients regularly about year-end results, cash flow, bookkeeping…
Added 7 hours ago
B
Business Development Manager
BMO
Vancouver, BC · WGA
- Full-time
…(e.g. Brokers, Brokerages, Builders and non-BMO Investment Advisor Offices) for designated home financing sales programs and products to. Applies market and industry expertise to deliver a…
Added 7 hours ago
A
Senior Vice President, Energy
AECOM
Markham, ON · Thornhill, Ontario
- $300,000 to $350,000 CAD / year
- Full-time
…help shape and execute our vision of becoming the most trusted advisor to utilities, power generators, transmission owners, governments, and industrial clients. This is a new position that…
Added 8 hours ago
RI
Insurance Advisor - Life, Health & Wealth
RBC Insurance
St. John's, NL · Greater St. John's Metropolitan Area
- Full-time
…Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life, Health & Wealth (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network…
Added 9 hours ago
M
AVP Strategy - Intermediary, Product, Institutional
Manulife
Toronto, ON
- Full-time
Analyze industry dynamics, investor, advisor and institutional client needs, consultant and platform trends, competitor actions, product vehicles, pricing developments and emerging business…
Added 10 hours ago
T
Conseiller / Conseillère service client – Customer Support Advisor
TOPRING
Granby, QC
- Full-time
Nous sommes à la recherche d’un·e conseiller·ère service client pour se joindre à notre équipe. Dans ce rôle clé, vous serez le premier point de contact auprès des clients qui communiquent…

Scotiabank

ScotiaMcLeod Senior Financial Planning Associate

White Rock, BC, V4A 6E7, Canada

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Job details

Experience: CFP or IQFP (QC only) designation and ≥ 2 years experience
Posting language: English
Posted: Nov 2, 2026

Original job description

Requisition ID: 278164

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.

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
CPA designation

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 Plan and  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

Location(s): Canada : British Columbia : White Rock

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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More about this job

Responsibilities

The Senior Financial Planning Associate will support an Advisor by conducting deep client discovery and preparing comprehensive Total Wealth Plans. They will also assist in the implementation of wealth strategies and the delivery of client seminars.

Requirements

Candidates must hold a CFP or IQFP designation with at least two years of experience, or a CPA designation. Proficiency in financial planning software and the ability to model complex strategies are required.

Skills

Financial planning
Total wealth planning
Client discovery
Financial modeling
Financial planning software
Interpersonal skills
Verbal communication
Client seminars
Wealth management

Benefits

Annual incentive plans
Time off entitlements
Pension plan
Employee share ownership plan
Favourable employee banking rates

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Financial planning
CFP
IQFP
CPA
Total wealth planning
Client discovery
Financial modeling
Investment
Advisory
Client relations
Seminars
Banking
Scotiabank
ScotiaMcLeod

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