Talent.com
Scotiabank
ScotiaMcLeod Senior Financial Planning Associate - LondonScotiabank • London (ON), ON, CA
No longer accepting applications
ScotiaMcLeod Senior Financial Planning Associate - London

ScotiaMcLeod Senior Financial Planning Associate - London

Scotiabank • London (ON), ON, CA
30+ days ago
Job type
  • Full-time
Job description

Requisition ID: 259478

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.

Our signature Enriched Thinking® approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions. You’ll be supported by an innovative, team-based environment that values integrity, client focus, and continuous growth.

At ScotiaMcLeod, you’re not just building a career—you’re joining a firm where ideas spark, collaboration thrives, and you’re empowered to reach your full potential while making a real impact in your clients' lives.

BRIEF INTRODUCTION

As a Senior Financial Planning Associate, 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 Plan
  • Support Advisor in implementation of Total Wealth Strategies in collaboration with Team of Specialists
  • Champion a client focused culture to deepen client relationships
  • Support Advisor in creating and delivering client seminars related to financial planning topics
  • Maintain financial planning professional practice standards while staying current on all financial planning related topics

DO YOU HAVE THE SKILLS

We would love to work with you if you have:

  • CFP or IQFP (QC only) designation and ≥ 2 years experience
  • Advanced understanding of financial planning software; ability to model complex strategies
  • Experience in Total Wealth Planning engagement from client discovery, plan preparation to presentation delivery
  • Strong interpersonal and verbal communication skills

WHAT’S 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 thinkers
  • An organization committed to making a difference in our communities– for you and our clients
  • An inclusive working environment that encourages creativity, curiosity and celebrates success
  • Learning 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

Create a job alert for this search

ScotiaMcLeod Senior Financial Planning Associate - London • London (ON), ON, CA

Similar jobs

Facteur rural et suburbain de relève en disponibilité 1

Canada Post CorpMITCHELL, Ontario, Canada
Temporary

Numéro de la demande d’emploi : 197999 .Fonction administrative : Factrices et facteurs ruraux et suburbains .Emplacement(s) supplémentaire(s) : .Type d’emploi : Employé de relève sur appel .Exigen... Show more

 • Promoted

Developing Investment Advisor - London

TD BankLondon, ON, CA
Full-time

Developing Investment Advisor - London page is loaded## Developing Investment Advisor - Londonremote type: On Sitelocations: London, Ontariotime type: Full timeposted on: Posted Yesterdayjob requis... Show more

 • Promoted

Dynamic Residential Leasing Agent Role

BlueStone Properties Inc.London, ON, CA
Full-time

Step into an exciting career as a Residential Leasing Agent with BlueStone Properties in London, Ontario.Engage with potential residents and help them find their perfect home.This new role provides... Show more

 • Promoted

Construction Foreman - London

Greatario Engineered Storage SystemsLondon, ON, CA
Full-time

Greatario is growing, and we’re looking for dedicated, safety-focused Construction Foremen to join our field construction team.If you enjoy hands‑on work, being part of a crew and building somethin... Show more

 • Promoted

Housekeeper Wanted - Housekeeper Wanted In Exeter, Ontario Earn20 Per Hour! Apply Now For Immediate

Housekeeper.comExeter, Ontario, Canada
CA$19.00 hourly
Full-time

Hello, I'm Harv from Exeter, Ontario, and I'm on the lookout for a dedicated housekeeper to help maintain my home.If you're reliable and have a keen eye for detail, this opportunity mi... Show more

 • Promoted

Ontario Environmental Planning Specialist

WSP in CanadaLondon, ON, CA
Full-time

Drive sustainable initiatives as an Environmental Planning Specialist with WSP in Ontario.Lead environmental assessments, collaborating with teams to ensure balance between infrastructure and envir... Show more

 • Promoted

Sales and Rental Associate

Stephensons Rental Services Inc.London, ON, CA
Full-time

Newbold St, London, ON N6E 1K3, Canada.Posted Monday, June 22, 2026 at 4:00 AM.Stephenson’s Rental Services is a Canadian owned and operated success story and a trusted leader in the equipment rent... Show more

 • Promoted

ScotiaMcLeod Senior Financial Planning Associate - London

ScotiabankLondon, ON, CA
Full-time

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 colla... Show more

 • Promoted

Analyst in M&A and Financial Planning

Dillon Consulting LimitedLondon, ON, CA
Full-time

Shape business outcomes at Dillon as a hybrid M&A and Financial Planning Analyst.Utilize your strong analytical skills to drive financial strategy and operational effectiveness.This full-time role ... Show more

 • Promoted

Finance and Donor Services Role Elgin Middlesex

United Way Elgin MiddlesexLondon, ON, CA
Part-time

Elevate your career with United Way Elgin Middlesex as a Finance and Donor Services Coordinator in London.This part-time role focuses on vital financial and donor management tasks.We are looking fo... Show more

 • Promoted

Contracting Specialist (TruStone Financial)

Empire LifeLondon, ON, CA
Full-time

Empire life is looking to hire a Contracting Specialist to join our team! We are actively seeking candidates to fill a current, open position.Compensation: Base Salary Range: $50,000 - $55,000.The ... Show more

 • Promoted

Enterprise Mobility Accounting Opportunity

Enterprise HoldingsLondon, ON, CA
Full-time

Step into a pivotal role as an Accountant at Enterprise Mobility in London, ON.This position offers vital financial training, mentorship, and pathways to senior finance roles.Your responsibilities ... Show more

 • Promoted

Advancement Manager

ReForest LondonLondon, ON, CA
Full-time

ReForest London is seeking a dynamic and relationship-focused Manager, Advancement to lead fundraising, donor stewardship, and revenue development initiatives.This role is responsible for strengthe... Show more

 • Promoted

Financial Services Manager Position

FormulafordlincolnLondon, ON, CA
Full-time

Join Leavens Chrysler as a Financial Services Manager, where your expertise in financing can flourish.We seek a detail-oriented individual to lead our financing and leasing processes.At Leavens Chr... Show more

 • Promoted

Financial Planner / Senior Financial Planner

Tall Oak Capital AdvisorsLondon, ON, CA
Full-time

Build Better Futures for Families, Business Owners, and Family Enterprises.Tall Oak Capital Advisors is an independent discretionary portfolio management firm serving affluent families, professiona... Show more

 • Promoted

Leasing Agent

PARK PROPERTY MANAGEMENTLondon, ON, CA
Temporary

Park) consistently delivers market-affordable, well maintained rental housing that embodies both quality and value.Beyond managing properties, our dedication extends to fostering meaningful connect... Show more

 • Promoted

Senior Capital Planning Manager Role in London

Edison EngineersLondon, ON, CA
Full-time

Advance your career with Edison Engineers Inc.Senior Manager in Capital Planning based in London, Ontario.Focus on managing key projects to support clients in building asset management.Edison Engin... Show more

 • Promoted

Associate Dentist- London, ON- 11739

123DentistLondon, ON, CA
Full-time

Dentist is one of Canada's largest and fastest growing dental support organizations.Powered by 450+ community-rooted clinics and 8,000+ team members, we are united by one shared mission: to make Ca... Show more

 • Promoted

Associate Financial Planner Role TD

3M HEALTHCARELondon, ON, CA
Full-time

Join TD Wealth as an Associate Financial Planner in London, Ontario, where your expertise will empower clients in achieving their financial ambitions.Focus on client relationships and expert advice... Show more

 • Promoted

Senior Town Planner - Policy

AECOMLondon, ON, CA
Full-time +1

Due to a significant increase in planning policy project wins and new opportunities, we are looking to recruit a senior planner.You will be joining a great team; you will have an interesting and di... Show more