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Added 5 mins ago
YI
Software Developer - Internal Automation
YuJa Inc.
Toronto, ON · North York, Ontario
- $80,000 to $90,000 CAD / year
- Full-time
YuJa, Inc. is a leading provider of cloud-based digital compliance and accessibility solutions for regulated sectors worldwide. Serving clients in higher education, K-12, government, and…
Added 5 mins ago
MI
Associate Director, Debt Services
MUFG Investor Services
Toronto, ON
- $82,500 to $121,000 CAD / year
- Full-time
MUFG Investor Services provides asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG – one of the largest banks…
Added 20 mins ago
C
Creditor Sales Insurance Associate
CIBC
Toronto, ON
- Full-time
…timely, clear, and personalized. As a Creditor Sales Insurance Associate, you’ll support mortgage clients after a warm handoff from a Mortgage Advisor to understand their needs and explore…
Added 20 mins ago
C
Associate Financial Advisor (contract)
CIBC
Oshawa, ON
- Full-time
…you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you…
Added 20 mins ago
C
Client Engagement Associate - Part-time (15 hours/week)
CIBC
Dartmouth, NS
- Part-time
…clients with their everyday banking needs. As a Client Engagement Associate, you'll be the first line of support - answering questions, assisting with transactions, guiding clients through…
Added 36 mins ago
Associate, Investment Banking, Financial Institutions Group (FIG) - Toronto, ON
Scotiabank
Toronto, ON
Associate, Investment Banking, Financial Institutions Group (FIG) – Toronto, ON
Added 1 hour ago
MI
Senior Associate, Regulatory Reporting (Form PF / CPO-PQR)
MUFG Investor Services
Toronto, ON
- Full-time
…and private funds, providing asset servicing and operational solutions built for alternatives. With over $1 trillion in client assets under administration, we offer fund administration,…
Added 1 hour ago
B
MDS Associate Territory Manager -British Columbia
BD
Vancouver, BC · Mississauga, ON · CAN Mississauga - Derry Road West
- $60,000 to $110,000 CAD / year
- Full-time
Reporting to the National Sales Manager, the Associate Territory Manager, Medication Delivery Solutions (MDS)- British Columbia is a hybrid sales and territory support role responsible for…
Added 2 hours ago
TH
Merchandising Associate Part Time (MONCTON)
The Home Depot
Moncton, NB
- Part-time
…an impact, and takes pride in guiding customers to the right solutions for their projects? If you’re also naturally curious and eager to keep learning, consider starting or growing your…
Added 3 hours ago
B
Parttime Sales Associate
Bouclair
Vaughan, ON
- Part-time
Role Description The Part-time Sales Associate role is an on-site position based in Vaughan, ON. In this role, you will greet customers, provide personalized product recommendations, and…
Added 16 hours ago
MC
Data Analyst – Power BI Microsoft Fabric (35903)
Myticas Consulting
Ottawa, ON
- Full-time
…and maintain dashboards, reports, data models and analytical solutions using Microsoft Fabric, Power BI and related Azure/cloud analytics…
Added 1 day ago
U
Outside Sales Internship / Co-op - Summer 2027
Uline
Surrey, BC · Vancouver, BC
- Full-time
Gain hands-on, real-world experience in this face-to-face selling position as an Outside Sales Associate.
Added 1 day ago
U
Outside Sales Internship / Co-op - Summer 2027
Uline
Edmonton, AB · St. Albert, AB
- Full-time
Gain hands-on, real-world experience in this face-to-face selling position as an Outside Sales Associate.
Added 1 day ago
GL
Senior Mortgage Underwriter
Gold Lion Mortgages Inc
Calgary, AB
- Full-time
Location: Calgary, Alberta (Hybrid / On-Site)
Added 1 day ago
EC
Stage Manager - Hybrid
Encore Canada
Brampton, ON
- Part-time
…Producer is not involved. The Stage Manager reports to the Associate Director of Event…
Added 1 day ago
EC
Event Producer - Hybrid (Project-Based)
Encore Canada
Brampton, ON
- Full-time
…manage expectations and work collaboratively to find creative solutions during the development of projects. The Event Producer will ensure that all the right steps/process are followed and…
Added 1 day ago
P
Sales Associate
Print2Go
Toronto, ON · Scarborough, ON
- Full-time
Role Description This is a full-time, on-site Sales Associate role based in Scarborough, ON. The Sales Associate will greet customers, understand their printing and design needs, and…
Added 2 days ago
G
Designer, Highway
GFT.
Mississauga, ON · Toronto, ON
- Full-time
GFT is seeking an experienced Associate Designer, Highway to join our Transportation team. This role follows a hybrid work model requiring regular attendance at our Mississauga OR Toronto…
Added 2 days ago
TH
Merchandising Execution Associate Part Time - 7119 Skyview
The Home Depot Canada
AB · Edmonton, AB
- Part-time
…an impact, and takes pride in guiding customers to the right solutions for their projects? If you’re also naturally curious and eager to keep learning, consider starting or growing your…
Added 2 days ago
TH
Merchandising Execution Associate: Part Time - CAMBIE
The Home Depot Canada
Vancouver, BC · Greater Vancouver Metropolitan Area
- Part-time
…an impact, and takes pride in guiding customers to the right solutions for their projects? If you’re also naturally curious and eager to keep learning, consider starting or growing your…
Added 2 days ago
AC
Accounts Payable Coordinator
Aston Carter
Vancouver, BC
- $20 to $23 CAD / hour
- Contract
Associate's degree or post-secondary education in Accounting, Finance, Business, or a related field.
Added 2 days ago
WM
General Laborer
Waste Management, Inc. (WM)
Calgary, AB
- Full-time
Now Hiring a Plant Associate in Calgary Alberta!
Added 2 days ago
C
Software Developer Full Stack / Backend I (Co-op) - Canada
Cisco
AB · Vancouver, BC · Halifax, NS · Ottawa, ON · Toronto, ON · Montreal, QC · Kanata, Ontario · Calgary, Alberta · Saint-Laurent, Quebec
- Full-time
…have the chance to learn, grow, and make an impact - building solutions that help people connect, learn, and thrive in new…
Added 2 days ago
TH
Merchandising Execution Associate Part Time - 7119 Skyview
The Home Depot
Canada
- Part-time
…an impact, and takes pride in guiding customers to the right solutions for their projects? If you’re also naturally curious and eager to keep learning, consider starting or growing your…
Added 2 days ago
P&
Gestionnaire principal de la sécurité / Senior Manager, Security
Pratt & Whitney
Longueuil, QC
- Full-time
Veiller au bon fonctionnement de l’ensemble des technologies et des systèmes de sécurité afin de soutenir les mesures de sécurité proactives et réactives sur chaque site.

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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