ScotiaMcLeod Senior Financial Planner - Saskatoon
ScotiabankSaskatoon, Saskatchewan, Canada
Posted November 27, 2025
Full Time
About the Company
Scotiabank is a leading bank in the Americas that helps its customers achieve success through a broad range of advice, products and services.
Job Description
As a Senior Financial Planner, you will support an Advisor in Total Wealth Planning by preparing and delivering financial plans to clients. You will work with a team of specialists to deliver a client-centric approach to wealth management.
Requirements
- CFP designation required or CA/CPA with a willingness to complete the CFP 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
Benefits
- Competitive Compensation
- Annual Incentive Plans
- Time Off Entitlements
- Pension Plan
- Employee Share Ownership Plan
- Favourable Employee Rates for Employee Banking