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Added 6 mins ago
NB
Senior Treasury Manager, Creative Media & Technology
National Bank of Canada
Vancouver, BC
- Full-time
Influence financial leaders including CFOs, Treasurers, Founders, and Executive Teams by understanding their business models, challenges, and growth ambitions.
Added 6 mins ago
NB
Associate
National Bank of Canada
Baie-Comeau, QC
- Full-time
Analyze client accounts to prepare for activities that support wealth advisors in their business development
Added 6 mins ago
NB
SAS Viya System Administrator
National Bank of Canada
Montreal, QC
- Full-time
Your role directly supports migration, automation, and platform operations initiatives while ensuring the operational activities required to support migration teams and business units.
Added 6 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Brossard, QC
- Full-time
Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning…
Added 1 hour ago
A
Person Responsible for Maintenance (PRM)
Aviosave
ON · Ontario, Canada
- Full-time
You will play a central role in shaping the organization's technical direction, maintenance standards, personnel structure and long-term operational capabilities.
Added 5 hours ago
R|
Executive Assistant
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…provides administrative support to the CHILD-BRIGHT Network Central Office, committees, working groups, and…
Added 8 hours ago
SM
Job Title: RQ00393 – Database Admin I
S M Software Solutions Inc
Fredericton, NB
- Internship
…maintenance. The resource will collaborate with technical and business stakeholders to support data strategy, modernization initiatives, reliable database services, and informed…
Added 8 hours ago
SM
Job Title: RQ00393 – Database Admin I
S M Software Solutions Inc
Fredericton, NB
- Internship
…maintenance. The resource will collaborate with technical and business stakeholders to support data strategy, modernization initiatives, reliable database services, and informed…
Added 8 hours ago
SM
Job Title: RQ00393 – Database Admin I
S M Software Solutions Inc
Fredericton, NB
- Internship
…maintenance. The resource will collaborate with technical and business stakeholders to support data strategy, modernization initiatives, reliable database services, and informed…
Added 9 hours ago
S
Manager, Regional Business Management and Planning (English/Spanish) - International Banking
Scotiabank
Toronto, ON
- Full-time
…Chile, Peru, Colombia, Brazil, Uruguay, and key markets across Central America and the Caribbean - our footprint offers unparalleled connectivity within the North American corridor. These…
Added 9 hours ago
A
Person Responsible for Maintenance (PRM)
Aviosave
ON · Ontario, Canada
- Full-time
You will play a central role in shaping the organization's technical direction, maintenance standards, personnel structure and long-term operational capabilities.
Added 10 hours ago
KN
Remote Senior Amazon Operations Manager (Full-Time)
Kasha Nutrition
Remote, Canada
- Full-time
- Remote
We want someone who runs the account like their own business and thinks in systems.
Added 11 hours ago
CF
Building Operator I (Retail)
Cadillac Fairview
Richmond, BC
- Full-time
Monitor central plant and related systems to ensure a comfortable environment for tenants and patrons
Added 15 hours ago
NB
Senior Advisor, Program Governance
National Bank of Canada
Montreal, QC
- Full-time
Pillar 5 brings together several initiatives and projects involving business, financing, credit, operations, technology, data and transformation teams. You work closely with the Pillar 5…
Added 15 hours ago
NB
Branch Manager
National Bank of Canada
Dolbeau-Mistassini, QC
- Full-time
Expertise in banking services, the advisory approach and business development.
Added 15 hours ago
CS
Program Assistant (CF) - Ready to Serve and RENU
Catholic Social Services Alberta
AB · Edmonton, AB
- Full-time
…program administration. This position therefore serves as a central point of coordination, helping staff deliver high-quality services while maintaining compliance with funder requirements…
Added 17 hours ago
H
Head of Construction
Hays
Winnipeg, MB
- $140,000 to $190,000 CAD / year
- Full-time
…financial discipline, safety, and client satisfaction, the business has built its reputation on delivering projects efficiently while maintaining high quality standards. The company…
Added 17 hours ago
R|
Executive Assistant
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…provides administrative support to the CHILD-BRIGHT Network Central Office, committees, working groups, and…
Added 21 hours ago
BI
Outside Sales Representative – North/Central Alberta
Bray International, Inc.
AB · Edmonton, AB
- Full-time
…share, and strengthening customer relationships across the North/Central Alberta territory. This role leads territory development for Bray’s valve, actuator, and related flow control…
Added 23 hours ago
J
Principal Director - Business Insurance (P&C)
JobsMedia.io
Montreal, QC
- Full-time
Compliance policy, which is a central pillar of the organization
Added 23 hours ago
J
Placement and Marketing Broker
JobsMedia.io
Calgary, AB
- Full-time
🚀 Play a central role in commercial growth by acting as the key link between Account Executives, Account Managers, and insurer partners.
Added 1 day ago
NB
Wealth Associate
National Bank of Canada
Rimouski, QC
- Full-time
Analyze client accounts to prepare for activities that support wealth advisors in their business development
Added 1 day ago
NB
Talent Acquisition Advisor
National Bank of Canada
Montreal, QC
- Temporary
…Curiosity, cross-sector view of issues and understanding of our business strategy will help you find the best talent to meet our clients' needs. We are therefore looking for a partner to…
Added 1 day ago
NB
Senior Advisor Control Testing
National Bank of Canada
Montreal, QC
- Full-time
A bachelor's degree in a relevant field such as risk management, finance, accounting or business administration, combined with a minimum of five years of relevant experience in AML and or…
Added 1 day ago
NB
Senior Clerk
National Bank of Canada
Montreal, QC
- Temporary
The Business Loan Administration (CPA) segment is made up of sixteen employees, in corporate finance operations. Transformation, digitization, digitalization are our key words and the…

Scotiabank

Total Wealth Planning Associate, National Support - Toronto, ON

Toronto, ON, M5H 4A9, Canada

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Job details

Posting language: English
Posted: Nov 3, 2026

Original job description

Requisition ID: 278096

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

About the Role

Are you passionate about financial planning and looking for an opportunity to deepen your technical expertise?

As a Total Wealth Planning Associate, you will be part of the Central Planning Group, supporting Scotiabank Advisors across Canada, including Scotia Wealth, Scotia Financial Planning and FAIR (Financial Advisor, Investment and Retirement Planning).

You will work on a wide range of client situations, developing comprehensive, holistic financial plans, modelling planning strategies and scenarios, and supporting Advisors with complex financial planning questions and the effective use of financial planning software (Conquest).

This is an excellent opportunity for someone who already has a foundation in financial planning and wants to deepen their expertise in comprehensive financial planning for high-net-worth clients, within a highly collaborative and learning-focused environment.

Key Accountabilities

1. Develop Comprehensive Financial Plans

Build and/or update comprehensive Total Wealth Plans for clients across Canada.
Input and validate client information from supporting documents.
Model alternative scenarios and planning strategies to help clients achieve their financial goals.
Identify opportunities to engage Wealth Partners (Team of Specialists), bringing specialized expertise to support client needs and deepen client relationships.
Deliver high-quality plans within established service standards.

2. Be a Financial Planning Resource to Advisors

Support Advisors with financial planning concepts, strategies and Conquest modelling.
Review, refine and co-build financial plans to enhance their accuracy, completeness and quality.
Act as a subject matter expert, providing guidance on financial planning software and effective modelling techniques.

3. Contribute to the Effective Functioning of the Client Solutions Team

Build strong working relationships across the team and with various business lines and corporate partners.
Promote a culture of open, transparent, and collaborative communication.
Participate actively in team meetings, knowledge-sharing, and problem-solving discussions.
Bring forward ideas that improve the planning experience for Advisors and clients.
Demonstrate a commitment to continuous learning, professional development and career growth.

4. Contribute to Professional Practice

Stay current on legislation, planning trends, and industry changes.
Develop and refine planning approaches and Conquest modelling strategies as legislation and planning practices evolve.
Contribute ideas and best practices to continuously enhance the quality and effectiveness of financial planning.

What You Bring

We are looking for someone who is curious, analytical and passionate about financial planning, with:

Practical knowledge of financial planning concepts, including tax, retirement, estate, investment and risk management.
Experience preparing, reviewing or supporting financial plans.
Experience with financial planning software; Conquest experience is a strong asset.
Strong analytical skills and attention to detail.
The ability to interpret client information and translate it into meaningful planning strategies.
Strong communication and relationship-building skills.
A collaborative mindset and willingness to share knowledge and learn from others.
Strong organizational skills and the ability to manage multiple planning cases and priorities.

Education & Qualifications

College or university degree in a relevant field.
QAFP® or CFP® designation, or actively working toward one, is preferred.

Why Join the Central Planning Group?

This role offers an opportunity to:

Build deeper technical planning expertise across a broad range of client situations.
Work with Advisors and planning cases from across Canada.
Develop advanced capabilities in Conquest and financial planning modelling.
Learn alongside an experienced team that values collaboration and knowledge-sharing.
Build experience across multiple areas of financial planning.
Grow your financial planning career while making a meaningful contribution to the Advisor and client experience.

Location(s): Canada : Ontario : Toronto

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

Develop comprehensive financial plans for high-net-worth clients and provide technical support to advisors regarding planning strategies. Collaborate with team members and wealth partners to deliver high-quality financial solutions while maintaining accuracy and service standards.

Requirements

Requires a college or university degree and practical knowledge of financial planning concepts including tax, estate, and retirement. Possession of or progress toward a QAFP or CFP designation is preferred, along with experience using financial planning software.

Skills

Financial planning
Wealth management
Tax planning
Retirement planning
Estate planning
Investment management
Risk management
Conquest software
Financial modelling
Analytical skills
Communication
Relationship building
Attention to detail
Organizational skills
Strategic planning

Visa sponsorship

Not detected in the job text

Keywords

Financial Planning
Wealth Management
Scotiabank
Conquest
QAFP
CFP
Tax Planning
Estate Planning
Retirement Planning
Investment Management
Risk Management
Financial Modelling
Client Solutions
Advisory Support
High-net-worth
Financial Advisor
Analytical
Strategic Planning
Professional Development
Legislation

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