Jobs in Canada

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Added 15 mins ago
M
Safety and Industrial Product Specialist
Motion
Regina, SK
- Full-time
Coordinate with suppliers and internal resources to resolve technical product questions and customer concerns.
Added 30 mins ago
SO
Medical Office Assistant
Symphony of Health Connections
Calgary, AB
- Full-time
Technical Mastery: Advanced proficiency in Electronic Medical Records (EMR) systems and the ability to troubleshoot digital administrative tools to optimize office efficiency.
Added 30 mins ago
CW
Facility Solutions Manager, full time
City Wide Facility Solutions
Vancouver, BC
- $55,000 to $80,000 CAD / year
- Full-time
Must have a proactive approach, be innovative, and strive for continuous process improvement
Added 30 mins ago
CW
Facility Solutions Manager, full time
City Wide Facility Solutions
Burnaby, BC
- $55,000 to $80,000 CAD / year
- Full-time
Must have a proactive approach, be innovative, and strive for continuous process improvement
Added 30 mins ago
TM
Team Lead, Technical Services
Tech Manitoba
Winnipeg, MB
- Full-time
Must have basic knowledge of Project Management processes
Added 45 mins ago
Service Technician I - Alberta, CA
Nordex Group
AB · Alberta, AB
Support 24/7 wind farm operations, including on-call, overtime, and rotating shift coverage
Added 1 hour ago
RD
Assistant Branch Operations Manager
RBC Dominion Securities
Winnipeg, MB
- Full-time
Conflict Management, Customer Service, Customer Service Administration, Customer Service Management, Interpersonal Relationship Management, Online Customer Support, Oral Communications,…
Added 1 hour ago
BC
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Brantford, ON
- Full-time
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SC
SAP iXp Intern – CIS Software / AI Developer
SAP Careers
Montreal, QC
- $18 to $36 CAD / hour
- Other
Technical experience in Python, Java, JavaScript, or another programming language
Added 1 hour ago
M
Events & Community Lead
Mecka
Remote, Canada
- $100,000 to $140,000 CAD / year
- Full-time
- Remote
3 to 6+ years in events, community, or developer relations for a technical audience.
Added 1 hour ago
AT
Implementation Specialist I
Alliance Technical Group
Calgary, AB
- Full-time
Troubleshoot and resolve technical issues during the implementation process
Added 2 hours ago
GE
Senior Sales Executive | Fabricated Steel
Grey Eagle Consulting
ON · Durham, ON
- Full-time
Hybrid Flexibility: Minimum one day per week at the Whitby facility, with flexibility to work remotely and visit clients
Added 2 hours ago
SM
RQ00838 – Solution Architect – CRM – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Hours: 7.25 hours per day, 5 days per week
Added 2 hours ago
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RQ11847 – Technology Architect – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Work Arrangement: Onsite – 5 Days per Week
Added 2 hours ago
RS
Rope Access NDT Technicians – UT/MT
Rockwood Service Corporation
Rocky View No 44, AB · Rocky View County, AB
- Full-time
Echo NDE is a wholly owned subsidiary of TIC Solutions and provides full service non-destructive testing, inspection, and integrity services throughout North America. Our wide array of…
Added 2 hours ago
NI
Canada Territory Sales Representative - Mississauga, Ontario
Norman International Inc.
Mississauga, ON
- $80,000 CAD / year
- Full-time
Must have a valid driver's license, reliable automobile, and current auto insurance
Added 2 hours ago
T
Parts store clerk
Techo-Bloc
Longueuil, QC · Saint-Hubert, Quebec
- Full-time
Day Shift: Monday to Friday 8AM to 5PM
Added 3 hours ago
BI
Technical Support Specialist
BRAJ INTERNATIONAL CONSULTING SERVICES INC.
Vancouver, BC
- Full-time
Ideal Candidate:** Someone who enjoys technical troubleshooting and customer support while bringing practical coding or software development experience.
Added 3 hours ago
AS
Food Service Worker (Temporary)
Abbotsford School District
Abbotsford, BC
- Full-time
Grade 12 diploma, or equivalent, supplemented by a 1-2 year certificate or diploma in Food Service Management from a recognized community or technical college (for example: Vancouver…
Added 3 hours ago
W
Associate Technical Consultant, Geotechnical Engineer
Worley
Oakville, ON · Markham, ON · Vancouver, BC · Calgary, AB
- Full-time
Worley Consulting, the specialist consulting business of Worley, provides technical and advisory solutions across the energy, resources and infrastructure sectors. We deliver safe,…
Added 3 hours ago
EL
MAC Southcentre - On Call - Calgary, AB
Estée Lauder Companies
Calgary, AB
- Full-time
⁃ All applicants must be able to demonstrate the ability to provide inspirational, authentic and personalized customer service
Added 3 hours ago
U
Sr. Services Project Manager - Bilingual (French/English) / Gestionnaire principal(e) de projets de services - Bilingue (Français/Anglais)
UKG
Remote, Canada
- Full-time
- Remote
…across industries, leading complex projects that bring together customer stakeholders, UKG consultants, technical teams, and other delivery…
Added 3 hours ago
S
Account Development Representative II - Toronto
Samsara
Georgina Beach, ON
- Full-time
Ability to quickly grasp technical concepts and embed AI usage into day to day operations
Added 3 hours ago
S
Account Development Representative II - Toronto
Samsara
East Gwillimbury, ON
- Full-time
Ability to quickly grasp technical concepts and embed AI usage into day to day operations
Added 3 hours ago
S
Account Development Representative II - Toronto
Samsara
Ajax, ON
- Full-time
Ability to quickly grasp technical concepts and embed AI usage into day to day operations

Scotiabank

Total Wealth Planning Associate, National Support - Toronto, ON

Toronto, ON, M5H 4A9, Canada

Apply on jobs.scotiabank.com About employer

Applications open in a new tab.

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.

Apply on jobs.scotiabank.com About employer

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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Jobs in Canada