Job Description
Advance your career as a Senior Financial Planning Associate at ScotiaMcLeod in Montreal, Quebec. This role focuses on delivering comprehensive financial plans through collaboration and innovation.
ScotiaMcLeod is seeking a Senior Financial Planning Associate to support Advisors in crafting Total Wealth Plans. Candidates will engage in deep discovery processes and maintain high financial planning standards. Join a company that emphasizes client relationships and provides ongoing learning to help you thrive in your role.
Key Responsibilities:
• Support Advisors in financial planning client interactions
• Develop and implement Total Wealth Strategies collaboratively
• Conduct client seminars on financial planning topics
• Maintain standards in financial planning practices
• Stay updated on relevant financial planning developments
Requirements:
• CFP or IQFP designation with 2+ years experience
• Proficient in financial planning software
• Experience in To...
ScotiaMcLeod is seeking a Senior Financial Planning Associate to support Advisors in crafting Total Wealth Plans. Candidates will engage in deep discovery processes and maintain high financial planning standards. Join a company that emphasizes client relationships and provides ongoing learning to help you thrive in your role.
Key Responsibilities:
• Support Advisors in financial planning client interactions
• Develop and implement Total Wealth Strategies collaboratively
• Conduct client seminars on financial planning topics
• Maintain standards in financial planning practices
• Stay updated on relevant financial planning developments
Requirements:
• CFP or IQFP designation with 2+ years experience
• Proficient in financial planning software
• Experience in To...