Job Description
Become a key player in financial planning at Scotiabank as a Support Associate in Vancouver, BC. Provide essential support to Senior Total Wealth Planners serving high-net-worth clients.
In this role as a Financial Planning Support Associate, your primary focus will be on preparing and refining financial plans tailored to clients with over $2 million in assets. You'll work closely with experts to ensure plans are comprehensive and meet compliance standards. Your attention to detail, teamwork, and communication skills will be crucial in crafting impactful financial strategies and generating actionable next steps.
Key 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
Requirements:
• College or university degree in relevant fie...
In this role as a Financial Planning Support Associate, your primary focus will be on preparing and refining financial plans tailored to clients with over $2 million in assets. You'll work closely with experts to ensure plans are comprehensive and meet compliance standards. Your attention to detail, teamwork, and communication skills will be crucial in crafting impactful financial strategies and generating actionable next steps.
Key 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
Requirements:
• College or university degree in relevant fie...
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