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Added 1 hour ago
PS
Financial Planning and Analysis Manager
Professional Staffing
Mississauga, ON
- $130,000 to $150,000 CAD / year
- Full-time
External Advisor Collaboration: Serve as the primary internal liaison to external accounting and tax advisory partners for annual compliance reviews, corporate filings, and sales tax (HST)…
Added 2 hours ago
YR
Secondary Long Term Occasional (LTO)/Contract 33.33% Grade 11 Biology
York Region District School Board
Woodbridge, ON
- Contract
To be considered for this opportunity, please complete the following online application to the attention of: The Recruitment Team. For further information regarding this posting, please…
Added 2 hours ago
NB
Senior Advisor, Program Governance
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor, Program Governance and Project Portfolio Management, within Pillar 5 of the Momentum 2030 strategic plan means contributing to the integrated management of a…
Added 2 hours ago
NB
Branch Manager
National Bank of Canada
Dolbeau-Mistassini, QC
- Full-time
Promote and foster the advisory approach of the banking advisor model
Added 3 hours ago
E
Bilingual - Sr Talent Acquisition Specialist (French + English)
Epiroc
Mississauga, ON
- $95,912 to $126,870 CAD / year
- Full-time
Act as a trusted advisor to HRBPs, HR Managers, and hiring leaders on talent availability, market conditions, compensation insights, and effective recruitment strategies.
Added 4 hours ago
KS
Temporary Sales Associate-5
kate spade new york
AB · Ksny Edmonton
- Part-time
The Stylist will serve as a trusted and knowledgeable advisor who assists customers in selecting products that suit their aesthetic and lifestyle. They will work with the customer to…
Added 8 hours ago
NR
Service Advisor
Northern Roads Auto Group
Mississauga, ON
- Full-time
You’ll love your position as an Service Advisor:
Added 10 hours ago
J
Personal Line Insurance - Customer Service Representative
JobsMedia.io
Markham, ON
- Full-time
At Hello World Recruitment, we specialize in identifying and offering top-tier Insurance Broker opportunities across North America.
Added 10 hours ago
VR
Advisor, Financial Advisory Services
VIA Rail Canada
Montreal, QC
- Full-time
Reporting to the Senior Advisor, Financial Advisory Services, the incumbent acts as a financial business partner to the assigned business sectors. They contribute to financial planning,…
Added 11 hours ago
NB
Wealth Associate
National Bank of Canada
Rimouski, QC
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 11 hours ago
NB
Talent Acquisition Advisor
National Bank of Canada
Montreal, QC
- Temporary
A career as a Talent Acquisition Advisor at National Bank means pursuing your ambitions by improving the lives of candidates, managers, your colleagues and your colleagues. Curiosity,…
Added 11 hours ago
NB
Senior Advisor Control Testing
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor Control Testing at National Bank means acting as a specialist in carrying out control tests, documenting procedures and results, and defining action plans when…
Added 11 hours ago
NB
Investment Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as an Investment Advisor in the National Bank call centre means helping our clients achieve their goals. Through your warm approach and the quality of your advice, you’ll provide a…
Added 11 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Constant, QC · St Constant, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 11 hours ago
NB
Director, Credit Risk
National Bank of Canada
AB · Edmonton, AB
- Full-time
Support account managers as an advisor and coach in structuring credit
Added 11 hours ago
NB
Senior Wealth Associate
National Bank of Canada
AB · Edmonton, AB
- Full-time
…demonstrates sound judgment, takes initiative, anticipates client and advisor needs, and contributes meaningfully to the continued growth of our…
Added 12 hours ago
Automotive Parts Advisor - Subaru
The Jim Pattison Auto Group
Winnipeg, MB
The Jim Pattison Auto Group is seeking a friendly, thoughtful, and tech-savvy Parts Advisor to be the welcoming face of the Parts Department at our Subaru South dealership. As the main…
Added 12 hours ago
Bodyshop Customer Service Representative - Subaru
The Jim Pattison Auto Group
Winnipeg, MB
Experience as a Bodyshop CSR, Service Advisor, Customer Service Representative, or similar customer-facing automotive role
Added 12 hours ago
Automotive Service Technician - Subaru
The Jim Pattison Auto Group
Winnipeg, MB
Added 12 hours ago
GF
Sales (Fitness Advisor) - Markham McCowan and Bullock
GoodLife Fitness
Markham, ON
- Full-time
The Fitness Advisor is responsible for recruiting and working with new members to understand their specific health and fitness goals and provide recommendations for how they can achieve…
Added 12 hours ago
NB
Senior Advisor Innovation and Performance
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor, Innovation and Performance within the Insurance Sales and Distribution team at National Bank means acting as a strategic partner in the sector’s transformation…
Added 12 hours ago
NB
Associate
National Bank of Canada
Trois-Rivières, QC · Greater Trois-Rivieres Metropolitan Area
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 12 hours ago
CF
Compliance Officer, Registrations
CI Financial
Toronto, ON
- Full-time
Conduct reviews of advisor disclosures, including outside activities, criminal disclosures, and other regulatory matters.
Added 13 hours ago
Automotive Sales Advisor - Campus Honda Victoria
The Jim Pattison Auto Group
Victoria, BC
…individual to join our Campus Honda Victoria sales team as a Sales Advisor. If you strive to achieve excellence in customer satisfaction and relationship building, this opportunity is for…
Added 13 hours ago
K
Consultant, Financial Services-Insurance & Wealth & Asset Management
KPMG
ON · Toronto, Ontario
- Full-time
…advice effectiveness, operational improvement, customer and advisor experience, cost optimization, business architecture, AI use case development, and transformation…

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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