Financial Planning Support Associate Vancouver (Toronto)

Overview

Become a key player in financial planning at Scotiabank in Vancouver, BC. Provide essential support to Senior Total Wealth Planners serving high-net-worth clients.

Responsibilities

• Input client information for financial planning
• Collaborate in creating personalized financial strategies
• Finalize and document action plans for client meetings
• Ensure client file security and organization
• Review participant plans for completeness and accuracy

Qualifications

• College or university degree in relevant fields
• In-progress CFP or PFP certification
• Profound knowledge of financial planning processes
• Proficient in financial planning software
• Robust communication and customer service skills

Utilize your financial acumen to drive results and support high-net-worth clients at Scotiabank.