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Added 13 mins ago
BS
Full-Time Sales Associate
Browns Shoes
Markham, ON
- Full-time
At Browns Shoes, we’re all about creating exceptional customer experiences filled with style, service, and passion.
Added 13 mins ago
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Associate, Commercial Banking (Public Sector Group)
BMO
Toronto, ON · FCP
- Full-time
…by our passion for the Public Sector, professionalism, and client…
Added 13 mins ago
T
Toronto Dominion Centre Holiday Sales Associate PT Under 20 hours
Tumi
Toronto, ON
- Part-time
As part of our Retail team, the Holiday Sales Associate is responsible for creating a client experience that accurately reflects the ethos of our brand while building and maintaining strong…
Added 13 mins ago
HI
Administrative Associate
HUB International
Edmonton, AB
- Full-time
As an Administrative Associate, you will be the first point of contact for everyone who walks through our doors or calls our office. This is a role for someone who takes pride in keeping…
Added 28 mins ago
ST
Manager, Investor Services
SS&C Technologies
Toronto, ON
- Full-time
Managing daily responsibilities of Associate and Senior Associates, Associate Managers including involvement in their development and performance.
Added 28 mins ago
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Manager, Investor Services
SS&C Technologies
Mississauga, ON · Toronto, ON
- Full-time
Managing daily responsibilities of Associate and Senior Associates, Associate Managers including involvement in their development and performance.
Added 28 mins ago
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Personal Banking Associate
BMO
Burnaby, BC
- Full-time
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of…
Added 28 mins ago
MI
Senior Associate Director, Fund Accounting
MUFG Investor Services
Halifax, NS
- Full-time
Ensure the accuracy of client deliverables prepared by their team and take accountability for meeting service level agreement deadlines.
Added 28 mins ago
GA
Associate Immigration Lawyer
Green and Spiegel
Toronto, ON
- Full-time
We are seeking an Associate Immigration Lawyer to join our team of dynamic, diverse and experienced immigration professionals. This Associate will be responsible for managing client…
Added 58 mins ago
T
Personal Banking Associate Trainee
TD
Surrey, BC
- Full-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 58 mins ago
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Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 58 mins ago
Senior Customer Engineer, Named Enterprise - Montreal, QC
Cloudflare
Montreal, QC
Added 58 mins ago
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Personal Banking Associate Trainee - Mandarin or Cantonese Language Skills an Asset (Chinatown Branch)
TD
Vancouver, BC
- Full-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 58 mins ago
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Personal Banking Associate Trainee - Korean Language Skills an Asset
TD
Vancouver, BC
- Full-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 58 mins ago
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PIA Client Service Associate
TD
Markham, ON
- Full-time
…value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor…
Added 58 mins ago
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Customer Experience Associate
TD
Vancouver, BC
- Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 58 mins ago
SD
Pharmacien(ne), rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles
Shoppers Drug Mart
Montreal, QC
- Part-time
Communiquer avec d’autres professionnels de la santé du cercle de soins pour offrir un service à la clientèle.
Added 58 mins ago
SD
Pharmacien(ne), rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles
Shoppers Drug Mart
Montreal, QC
- Full-time
Communiquer avec d’autres professionnels de la santé du cercle de soins pour offrir un service à la clientèle.
Added 58 mins ago
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Associate Financial Advisor
CIBC
Port Elgin, ON
- Full-time
…you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you…
Added 58 mins ago
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Client Engagement Associate [Hourly]
CIBC
Olds, AB
- Part-time
…to support clients with their everyday banking needs. As a Client Engagement Associate, you'll be the first line of support - answering questions, assisting with transactions, guiding…
Added 58 mins ago
TT
Digital Recruiter
Tundra Technical Solutions
Toronto, ON
- $40,000 to $50,000 CAD / year
- Full-time
Rewards and Perks – Competitive health and financial benefits, Associate events, recognition programs, and employee loyalty programs are a few of the perks available at Tundra.
Added 58 mins ago
SD
Bilingual Compliance Law Clerk
Sym-Tech Dealer Services
Richmond Hill, ON
- $78,000 to $82,000 CAD / year
- Full-time
…creativity and results! We are passionate about delivering excellent client service, an outstanding Associate experience with opportunities to learn and grow professionally. Sym-Tech is…
Added 1 hour ago
CD
Account Associate
Cellntell Distribution Inc
Mississauga, ON
- Full-time
Role Description: The Account Associate is a full-time, on-site role based in Mississauga, ON. This position is responsible for managing bank transactions, banking wires, and accounts by…
Added 1 hour ago
ScotiaMcLeod Senior Financial Planning Associate
Scotiabank
White Rock, BC
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,…
Added 1 hour ago
MF
Metis Early Childcare and Prevention Senior Manager (Excluded)
METIS FAMILY SERVICES
Prince George, BC
- Full-time
Reports to: Associate Director of Programs and Practice, Child and Family Development

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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