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Added 3 mins ago
FG
MANGO - Sales Associate/Associé(e) aux ventes - Ste Catherine
Fox Group Canada Inc.
Montreal, QC
- Part-time
We are looking for a Sales Associate who must be an exceptional team player who can motive, inspire, and work together with the store team
Added 16 mins ago
PC
Private Tax, Senior Associate
PwC Canada
Waterloo, ON
- Full-time
As a Senior Associate, you will be part of a team of problem-solving professionals, helping to find solutions to complex business issues from strategy to implementation. The PwC…
Added 16 mins ago
RD
Associate
RBC Dominion Securities
Toronto, ON
- Full-time
…individual to join our leading wealth management firm as an…
Added 16 mins ago
FT
Marketing - Marketing Coordinator
Fast Tire Co
Vaudreuil-Dorion, QC
- Full-time
Reporting to the Associate Marketing Manager, the Marketing Coordinator’s key responsibility is to bring Fastco’s trade marketing, field marketing and promotional initiatives to life by…
Added 16 mins ago
Maintenance
McDonald's
Halifax, NS
We are more than just your local restaurant. We are a collection of hardworking small-business owners.
Added 32 mins ago
RB
Associate, Financial Planning - Greater Toronto Area
Royal Bank of Canada
Mississauga, ON
- Full-time
As an Associate, you provide proactive sales support and responsive value-based client contact for a team of Financial Planners. You are responsible for supporting the unit/team in…
Added 32 mins ago
RB
Associate, Financial Planning - British Columbia
Royal Bank of Canada
Vancouver, BC
- Full-time
As an Associate, you provide proactive sales support and responsive value-based client contact for a team of Financial Planners. You are responsible for supporting the unit/team in…
Added 32 mins ago
RB
Associate, Financial Planning - Alberta
Royal Bank of Canada
AB · EDMONTON, Alberta
- Full-time
As an Associate, you provide proactive sales support and responsive value-based client contact for a team of Financial Planners. You are responsible for supporting the unit/team in…
Added 45 mins ago
A
Early Careers: Intern, Associate Broker – Reinsurance - Winter 2027
Aon
Toronto, ON
- Full-time
…delivering innovative and effective solutions supporting Reinsurance business development group, in Toronto, ON. As an Associate Broker, you will embark on an exciting opportunity which…
Added 45 mins ago
W
Associate Lawyer
W3Global
Calgary, AB
- $120,000 to $150,000 CAD / year
- Full-time
A full caseload upon hire, with no business development requirements.
Added 46 mins ago
C
Part-Time Sales Associate - Famous Footwear CAN
Caleres
Ottawa, ON · KANATA, ON
- Part-time
…our team superpower, upholding a work environment where every associate feels included and respected. Maintain a positive and proactive mindset, even in the face of challenges, you’re the…
Added 1 hour ago
FG
MANGO - Seasonal Sales Associate - Yorkdale Mall
Fox Group Canada Inc.
Toronto, ON · North York, Ontario
- Part-time
We are looking for a Seasonal Sales Associate who must be an exceptional team player who can motive, inspire, and work together with the store team
Added 1 hour ago
ME
Senior Associate, Valuations and M&A
Manning Elliott LLP
Vancouver, BC
- $80,000 to $104,000 CAD / year
- Full-time
We’re looking for a Senior Associate, Valuations and M&A to join our M&A and Valuations group in Vancouver. In this role, you’ll work primarily on business valuation engagements, supporting…
Added 1 hour ago
WH
Pastry Chef
Westmont Hospitality Group
Vancouver, BC
- $65,000 to $75,000 CAD / year
…oversee pastry production, baking operations and dessert menu development across our restaurant portfolio at Parq Casino! If you have a strong background in pastry arts, food cost…
Added 1 hour ago
TH
Department Supervisor Operations: Full Time - BEACON HILL
The Home Depot
Canada
- Full-time
…their best and encouraging their personal and professional development and growth. Department Supervisors work with Store Management, Operations teams and external partners to gain the…
Added 1 hour ago
O
Senior Exam Development Program Manager, NetSuite Certification
Oracle
Canada
- Full-time
…ability to apply NetSuite leading practices, from foundational Associate certifications through advanced Professional-level expertise. The Senior Exam Development Program Manager shapes the…
Added 1 hour ago
O
Exam Development Program Manager, NetSuite Certification
Oracle
Canada
- Internship
…ability to apply NetSuite leading practices, from foundational Associate certifications through advanced Professional-level…
Added 1 hour ago
WC
Part Time (CAN) Customer Service Manager
Walmart Canada
Charlottetown, PE
- $15 CAD / hour
Handles customer and associate concerns professionally, providing guidance and support as required to resolve issues and maintain a positive front-end experience.
Added 1 hour ago
WC
(CAN) Gérant du service à la clientèle
Walmart Canada
Montreal, QC
- Contract
Handles customer and associate concerns professionally, providing guidance and support as required to resolve issues and maintain a positive front-end experience.
Added 1 hour ago
DG
Associate, Restructuring
Doane Grant Thornton LLP
Toronto, ON
- Full-time
Join Doane Grant Thornton’s Restructuring team and build a career where every engagement brings a new challenge, a new business story, and a meaningful opportunity to make an impact. As a…
Added 1 hour ago
WC
CONSUMABLES DEPARTMENT MANAGER
Walmart Canada
Halifax, NS
- Full-time
Position Summary...The Consumables Department Manager leads daily department operations by coordinating associate activities to deliver a strong customer experience. This role ensures the…
Added 1 hour ago
WC
(CAN) Overnight Lead Department Manager
Walmart Canada
Chilliwack, BC
- Full-time
Participates in the training and development of overnight associates to support productivity, performance, and achievement of stocking and operational goals.
Added 1 hour ago
PC
Project Support Office Senior Associate
PwC Canada
Toronto, ON
- Full-time
At PwC, our people in business services and support focus on providing efficient and effective administrative support to enable smooth operations within the organization. This includes…
Added 1 hour ago
T
Customer Experience Associate
TD
Victoria, BC
- Part-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 1 hour ago
T
Customer Experience Associate - Cantonese and/or Korean Language Skills an Asset
TD
Burnaby, BC
- Part-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…

Scotiabank

Associate, Scotia Financial Planning - Toronto, ON

Toronto, ON, M5C 2V9, Canada

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Job details

Posting language: English
Posted: Oct 8, 2026

Original job description

Requisition ID: 275752

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Associate, Scotia Financial Planning

As an Associate with Scotia Financial Planning, you will embark on a rewarding career journey designed to accelerate your development as a financial services professional. Working alongside experienced Financial Planners, you will gain hands-on exposure to the full client relationship lifecycle while building the skills, knowledge, and confidence required to succeed in wealth management. Through mentorship, practical experience, and structured learning, you will develop expertise in financial planning, client engagement, business development, and practice management.

In this role, you will actively support the growth of a financial planning practice by strengthening client relationships, identifying opportunities to deepen existing connections, and contributing to business development activities. This is an exciting opportunity for individuals who are motivated to learn, passionate about helping clients achieve their financial goals, and eager to build a long-term career within an industry-leading financial planning team.

Is this role right for you? In this role, you will:

Learn and master the skills to support the development and sustainable growth of financial planning and wealth management business opportunities by:

Developing and implementing a structured business development strategy.
Developing strategic sales plans for prospects and existing clients.
Conducting outbound communications and cold-calling to prospects to remain top of mind for future business opportunities.
Providing clients with an initial review of their existing financial plan or creating a new financial plan.
Conducting complimentary needs analyses across several financial statements, including competitor statements.
Conducting market research to understand market trends.
Building and maintaining a market profile in the assigned market area.
Participating in local professional and community events and associations to develop your network.
Identifying opportunities to deliver community information sessions and financial seminars to grow prospects.
Networking with investment industry specialists while managing a small budget for independent marketing-based activities.
Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate Wealth Management partners.
Facilitating a culture of open and honest communication by actively participating in and contributing to one-on-one touch bases and meetings with team members.

Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:

Post-secondary education in Business or a related field.
Mutual Fund License.
Financial Planning designation (PFP®) or Certified Financial Planner (CFP®) designation in progress.
Highly effective verbal and written communication skills.
The ability to work independently as a self-motivated professional.
An understanding of the Brokerage, Wealth Management, and Online Brokerage environments.
A valid driver's license and access to a vehicle to travel and meet clients and prospects within the designated district.
A second language is an asset depending on target markets.

What's in it for you?

An entrepreneurial culture with the freedom to develop your career.
Access to leading-edge resources to support your growth, including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.
The opportunity to learn directly from experienced Financial Planners and wealth management professionals.
The ability to build long-lasting client relationships through exceptional advice and service.
A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.
A work culture that promotes diversity, respect, and inclusion.
Opportunities for ongoing learning, career development, and advancement within Scotia Financial Planning.

Location(s): Canada : Ontario : Toronto || Canada : Ontario : Etobicoke || Canada : Ontario : Mississauga

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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More about this job

Responsibilities

You will support the growth of a financial planning practice by developing business strategies and conducting client needs analyses. Additionally, you will build and maintain client relationships while collaborating with experienced financial planners to deliver investment solutions.

Requirements

Candidates must have post-secondary education in business and a valid mutual fund license. A professional designation such as PFP or CFP is required or in progress, along with a valid driver's license for travel.

Skills

Financial planning
Wealth management
Business development
Sales planning
Market research
Networking
Communication skills
Mutual fund licensing
Cold-calling
Practice management
Investment solutions

Benefits

Marketing support
Mobile technology
CRM software
Portfolio software
Financial planning software
Career development
Professional mentorship

Visa sponsorship

Not detected in the job text

Keywords

Financial Planning
Wealth Management
Business Development
Mutual Fund License
PFP
CFP
Client Relationship Lifecycle
Sales Plans
Market Trends
Investment Industry
CRM
Portfolio Management
Financial Statements
Networking
Brokerage
Online Brokerage
Marketing
Financial Seminars
Client Engagement
Practice Management

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