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Added 24 mins ago
TT
Retail Store Associate Part Time Winners/HomeSense – Granite Plaza
The TJX Companies, Inc.
New Minas, NS
- Part-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 24 mins ago
SD
Merchandiser, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Saint John, NB
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 24 mins ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Saguenay, QC
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 24 mins ago
SD
Merchandiser, Hourly Part Time Day
Shoppers Drug Mart
Toronto, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 24 mins ago
SD
Pharmacy Assistant, Hourly Part Time Evening
Shoppers Drug Mart
Newmarket, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 24 mins ago
SD
Pharmacy Assistant, Hourly Full Time Day Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 24 mins ago
SD
Pharmacy Assistant, Hourly Part Time Evening
Shoppers Drug Mart
Hamilton, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 24 mins ago
SD
Assistant Front Store Manager, Hourly Full Time Evening
Shoppers Drug Mart
Toronto, ON
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 24 mins ago
SD
Technicien en pharmacie assujetti à une règlementation, rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Saguenay, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 24 mins ago
SD
Regulated Pharmacy Technician, Hourly Part Time Day
Shoppers Drug Mart
St. Albert, AB
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 24 mins ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles
Shoppers Drug Mart
Montreal, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 24 mins ago
SD
Merchandiser, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Toronto, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 24 mins ago
Senior Customer Experience Associate - March Road, Kanata, ON - 18.75 hours/week
Scotiabank
Ottawa, ON · Kanata, ON
Our Senior Customer Experience Associates are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 24 mins ago
W
(CAN) Gérant de rayon leader, commercialisation
Walmart
Levis, QC
- Full-time
Job Responsibility #1 Providing excellent Customer Service by greeting all customers in a polite and friendly manner, assisting customers by promoting products/services, locating…
Added 24 mins ago
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(CAN) Stocking 1 Team Associate
Walmart
Mississauga, ON
- Part-time
To provide customer service by completing assigned stocking activities. This will be accomplished by accurately stocking picks and new merchandise all in a safe and clean environment. This…
Added 24 mins ago
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Stocking 1 Team Associate - Part Time
Walmart
Ottawa, ON
- Part-time
To provide customer service by completing assigned stocking activities. This will be accomplished by accurately stocking picks and new merchandise all in a safe and clean environment. This…
Added 24 mins ago
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(CAN) Consumables Associate
Walmart
Prince Albert, SK
- Part-time
Working as a Consumables Associate at Walmart Canada is a great way to develop your skills in the retail industry. The Consumables Associate is a customer service champion that contributes…
Added 24 mins ago
W
Stocking 1 Team Associate
Walmart
Ottawa, ON
- Full-time
To provide customer service by completing assigned stocking activities. This will be accomplished by accurately stocking picks and new merchandise all in a safe and clean environment. This…
Added 24 mins ago
W
(CAN) Stocking 1 Team Associate
Walmart
Woodbridge, ON
- Part-time
To provide customer service by completing assigned stocking activities. This will be accomplished by accurately stocking picks and new merchandise all in a safe and clean environment. This…
Added 25 mins ago
CC
Facilities Information System Coordinator
Centennial College
Toronto, ON · Scarborough, ON
- $41.2 to $47.57 CAD / hour
- Full-time
Under the direction of the Associate Director Facilities and Operations, the Facilities Information System Coordinator is responsible for providing data management and systems support for…
Added 40 mins ago
RS
Inventory Associate
Retail Services WIS Corporation
Kingston, ON
- Part-time
We are also looking for associates with experience in Retail, Stock, Customer Service, Cashiering, Sales, Driving, Warehouse Operations, and Gaming. If you have experience in these roles -…
Added 40 mins ago
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Branch Manager - Office 1705
LendDirect
North Vancouver, BC
- Full-time
…empowered us to develop convenient, easily accessible financial services that meet our customers' growing…
Added 54 mins ago
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Customer Experience Associate
TD
Temiskaming Shores, ON
- Part-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
Added 1 hour ago
TO
Financial Sales Manager II Target
Top of Virginia Regional Chamber
Winchester, ON
- Full-time
…executing on a plan to deliver results that create value for the customer and meet the financial expectations of the bank. Drive accountability to role expectations, responsibilities and…
Added 1 hour ago
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Warehouse Associate
EECOL
Calgary, AB
- Full-time
When you join EECOL, you become part of a global leader in business-to-business distribution, logistics services and supply chain management solutions. We take pride in having an inclusive…

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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