Job Description
Launch your financial planning career at Scotiabank as a Total Wealth Planning Associate in Vancouver, BC. Support high-net-worth clients with comprehensive financial strategies tailored to their needs.
In this role, you will assist Senior Total Wealth Planners in preparing detailed financial plans for clients with assets exceeding $2 million. Your strong analytical skills, attention to detail, and ability to collaborate with various specialists will be essential in ensuring strategies meet client objectives effectively.
Key Responsibilities:
• Prepare financial plans using client discovery data
• Collaborate with Senior Planners on client goal definitions
• Finalize comprehensive plans for client presentations
• Maintain secure and organized client files
• Review plans to ensure compliance and accuracy
Requirements:
• Bachelor’s degree in Finance or related field
• Progress toward a CFP or PFP designation
• Proficient in Word and Excel software
• Ex...
In this role, you will assist Senior Total Wealth Planners in preparing detailed financial plans for clients with assets exceeding $2 million. Your strong analytical skills, attention to detail, and ability to collaborate with various specialists will be essential in ensuring strategies meet client objectives effectively.
Key Responsibilities:
• Prepare financial plans using client discovery data
• Collaborate with Senior Planners on client goal definitions
• Finalize comprehensive plans for client presentations
• Maintain secure and organized client files
• Review plans to ensure compliance and accuracy
Requirements:
• Bachelor’s degree in Finance or related field
• Progress toward a CFP or PFP designation
• Proficient in Word and Excel software
• Ex...