ScotiaMcLeod Senior Financial Planning Associate
S
Scotiabank
📍 montreal (administrative region), qc, Canada
Job Description
Elevate your career with ScotiaMcLeod as a Senior Financial Planning Associate in Montreal. This role is pivotal in shaping client financial futures through tailored wealth planning.
In the Senior Financial Planning Associate role, you will collaborate with Advisors to facilitate comprehensive Total Wealth Plans, ensuring seamless execution of financial strategies. Your contributions will deepen client connections while upholding Scotia's esteemed standards. Be part of a forward-thinking team that values client focus and continuous growth.
Key Responsibilities:
• Support Advisors in delivering financial plans
• Collaborate on Total Wealth Strategy implementations
• Organize and present client seminars
• Adhere to financial planning practice standards
• Keep abreast of all relevant financial topics
Requirements:
• CFP or IQFP designation with at least 2 years experience
• Proficiency in financial planning modeling software
• Exposure to Total Wealth Plan...
In the Senior Financial Planning Associate role, you will collaborate with Advisors to facilitate comprehensive Total Wealth Plans, ensuring seamless execution of financial strategies. Your contributions will deepen client connections while upholding Scotia's esteemed standards. Be part of a forward-thinking team that values client focus and continuous growth.
Key Responsibilities:
• Support Advisors in delivering financial plans
• Collaborate on Total Wealth Strategy implementations
• Organize and present client seminars
• Adhere to financial planning practice standards
• Keep abreast of all relevant financial topics
Requirements:
• CFP or IQFP designation with at least 2 years experience
• Proficiency in financial planning modeling software
• Exposure to Total Wealth Plan...