ScotiaMcLeod Financial Planner Plaza
Job in
Toronto, Ontario, M5A, Canada
Listing for:
Scotiabank
Full Time
position
Listed on 2026-01-13
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management, Financial Analyst
Job Description & How to Apply Below
Requisition
As a cornerstone business within Scotia Wealth Management®, Scotia Mc Leod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.
When you join Scotia Mc Leod , you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.
BRIEF INTRODUCTION
As a Financial Planner, you will support an Advisor in Total Wealth Planning by preparing and delivering financial plans to clients.
IS THIS ROLE RIGHT FOR YOU
In the role you will:
Support the financial planning needs of an Advisor’s clients through the process of deep discovery and creation and delivery of a Total Wealth PlanSupport Advisor in implementation of Total Wealth Strategies in collaboration with Team of SpecialistsChampion a client focused culture to deepen client relationshipsSupport Advisor in creating and delivering client seminars related to financial planning topicsMaintain financial planning professional practice standards while staying current on all financial planning related topicsDO YOU HAVE THE SKILLS
We would love to work with you if you have:
CFP or IQFP (QC only) designation and ≥ 2 years experienceAdvanced understanding of financial planning software; ability to model complex strategiesExperience in Total Wealth Planning engagement from client discovery, plan preparation to presentation deliveryStrong interpersonal and verbal communication skillsWHATS IN IT FOR YOU
Competitive Compensation and Benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan and favourable employee rates for employee banking The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkersAn organization committed to making a difference in our communities– for you and our clients An inclusive working environment that encourages creativity, curiosity and celebrates successLearning and Development – via Scotia Academy, a virtual learning experience to upskill and develop your skills at work or from your personal device #SWM #LI-Onsite #LI-HA1
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