ScotiaMcLeod Senior Financial Planning Associate - London
Scotia Wealth Management
Job Description
About ScotiaMcLeod
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.
Position Summary
As a Senior Financial Planning Associate, you will support an Advisor in Total Wealth Planning by preparing and delivering financial plans to clients.
Responsibilities
- Support the financial planning needs of an Advisor’s clients through deep discovery and delivery of a Total Wealth Plan.
- Assist the Advisor in implementation of Total Wealth Strategies in collaboration with a team of Specialists.
- Champion a client‑focused culture to deepen client relationships.
- Support the Advisor in creating and deliverin...