Financial Planning Associate at Scotiabank

Elevate your financial career as a Financial Planning Support Associate with Scotiabank in Vancouver, BC. Engage in vital support functions for Senior Total Wealth Planners working with affluent clients.
In this role, you will be an integral part of the financial planning team at Scotiabank. Assist in crafting customized financial strategies while ensuring the security and organization of client files. Your attention to detail will ensure the accuracy and completeness of participant plans, driving successful outcomes for high-net-worth individuals.
Key Responsibilities:
• Input client information for effective financial planning
• Collaborate on customized financial strategies
• Document and finalize action plans for client meetings
• Maintain client file security and organization
• Review plans for accuracy and completeness
Requirements:
• Degree in relevant fields from college or university
• In-progress CFP or PFP certification preferred
• Strong kno...