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Added 49 mins ago
SD
Merchandiser, Hourly Part Time Afternoon
Shoppers Drug Mart
Winnipeg, MB
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 49 mins ago
SD
Beauty Specialist, Hourly Part Time Evening
Shoppers Drug Mart
Winnipeg, MB
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 49 mins ago
W
Overnight associate
Walmart
Calgary, AB
- Part-time
…relating to receiving and the flow of merchandise through to the sales floor. This will be accomplished by unloading trailers, pulling pallets to the floor and assisting in the processing…
Added 2 hours ago
W
Dairy Frozen Associate
Walmart
Squamish, BC
- Full-time
Working as a Dairy/Frozen Associate at Walmart Canada is a great opportunity to build valuable skills in a fast paced retail environment. In this role, you deliver excellent customer…
Added 3 hours ago
W
(CAN) Maintenance Team Associate (OVERNIGHT)
Walmart
Red Deer, AB
- Part-time
6.When required, clean floors following a system of; mopping, sweeping, vacuuming and maintaining carpets, including all non-sales floor areas.
Added 3 hours ago
W
Overnight Associate
Walmart
Edmonton, AB
- Part-time
…relating to receiving and the flow of merchandise through to the sales floor. This will be accomplished by unloading trailers, pulling pallets to the floor and assisting in the processing…
Added 4 hours ago
WC
(CAN) Meat Associate
Walmart Canada
North Bay, ON
- Contract
Position Summary...Working as a Meat Associate at Walmart Canada is a great opportunity to grow your skills in a fast‑paced retail environment. In this role, you deliver outstanding…
Added 4 hours ago
WC
(CAN) General Merchandise Associate
Walmart Canada
Barrie, ON
- Full-time
Position Summary...Working as a General Merchandise Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you deliver…
Added 4 hours ago
WC
Dairy Frozen Associate
Walmart Canada
Squamish, BC
- Full-time
Position Summary...Working as a Dairy/Frozen Associate at Walmart Canada is a great opportunity to build valuable skills in a fast paced retail environment. In this role, you deliver…
Added 4 hours ago
W
Overnight Dairy Frozen Associate
Walmart
St. John's, NL
- Part-time
Working as a Dairy/Frozen Associate at Walmart Canada is a great opportunity to build valuable skills in a fast paced retail environment. In this role, you deliver excellent customer…
Added 4 hours ago
SI
Sales Associate
SNDL Inc.
Calgary, AB · Deer Valley, SK · ACE Liquor Discounter Deer Valley
- Part-time
As a Sales Associate, you support the daily operations of the store by ensuring customers have a great experience and the store remains clean, organized, and compliant. Your…
Added 4 hours ago
SI
Store Associate
SNDL Inc.
Calgary, AB · ACE Liquor Discounter Montgomery
- Part-time
As a Sales Associate, you support the daily operations of the store by ensuring customers have a great experience and the store remains clean, organized, and compliant. Your…
Added 4 hours ago
SI
Store Associate
SNDL Inc.
Calgary, AB · ACE Liquor Discounter Midlake
- Part-time
As a Sales Associate, you support the daily operations of the store by ensuring customers have a great experience and the store remains clean, organized, and compliant. Your…
Added 4 hours ago
SI
Store Associate
SNDL Inc.
Calgary, AB · ACE Liquor Discounter Walden East
- Part-time
As a Sales Associate, you support the daily operations of the store by ensuring customers have a great experience and the store remains clean, organized, and compliant. Your…
Added 4 hours ago
WC
Asset Protection Operations Team Associate
Walmart Canada
Brandon, MB
- Full-time
Position Summary...An Asset Protection Operations Team Associate maintains store financial integrity and accuracy, pricing integrity, inventory control and profitability. This associate…
Added 4 hours ago
WC
(CAN) Maintenance Team Associate (OVERNIGHT)
Walmart Canada
Red Deer, AB
- Contract
When required, clean floors following a system of; mopping, sweeping, vacuuming and maintaining carpets, including all non-sales floor areas.
Added 4 hours ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Calgary, AB
- Full-time
Position Summary...To support and process transactions, providing exceptional customer service to ensure a positive shopping experience and drive customer loyalty.
Added 4 hours ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Brockville, ON
- Full-time
Position Summary...To support and process transactions, providing exceptional customer service to ensure a positive shopping experience and drive customer loyalty.
Added 4 hours ago
CW
Business Development Specialist, full-time position
City Wide Facility Solutions
Vancouver, BC
- $43,000 to $55,000 CAD / year
- Full-time
This role offers a clear path for advancement, with the potential to be promoted to positions such as Sales Associate or Sales Executive based on performance and demonstrated skills. We are…
Added 4 hours ago
CW
Business Development Specialist, full-time position
City Wide Facility Solutions
Burnaby, BC
- $43,000 to $55,000 CAD / year
- Full-time
This role offers a clear path for advancement, with the potential to be promoted to positions such as Sales Associate or Sales Executive based on performance and demonstrated skills. We are…
Added 4 hours ago
WC
Overnight Dairy Frozen Associate
Walmart Canada
St. John's, NL · Greater St. John's Metropolitan Area
- Contract
Position Summary...Working as a Dairy/Frozen Associate at Walmart Canada is a great opportunity to build valuable skills in a fast paced retail environment. In this role, you deliver…
Added 4 hours ago
WC
Overnight Dairy Frozen Associate
Walmart Canada
St. John's, NL · Greater St. John's Metropolitan Area
- Contract
Position Summary...Working as a Dairy/Frozen Associate at Walmart Canada is a great opportunity to build valuable skills in a fast paced retail environment. In this role, you deliver…
Added 4 hours ago
WC
Overnight Dairy Frozen Associate
Walmart Canada
St. John's, NL · Greater St. John's Metropolitan Area
- Contract
Position Summary...Working as a Dairy/Frozen Associate at Walmart Canada is a great opportunity to build valuable skills in a fast paced retail environment. In this role, you deliver…
Added 4 hours ago
WC
Overnight Dairy Frozen Associate
Walmart Canada
St. John's, NL · Greater St. John's Metropolitan Area
- Contract
Position Summary...Working as a Dairy/Frozen Associate at Walmart Canada is a great opportunity to build valuable skills in a fast paced retail environment. In this role, you deliver…
Added 4 hours ago
WC
(CAN) Overnight Associate
Walmart Canada
North Bay, ON
- Contract
…relating to receiving and the flow of merchandise through to the sales floor. This will be accomplished by unloading trailers, pulling pallets to the floor and assisting in the processing…

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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