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Associate Consulting Director
Virtusa
Toronto, ON
- Full-time
banking, Treasury, Wealth or Capital markets solutions
Added 2 hours ago
NB
Technology Associate
National Bank of Canada
Winnipeg, MB
- Full-time
A career as an Associate at National Bank is a role where your systems thinking, attention to detail, and interest in finance can have a direct impact on clients and advisors. In this role,…
Added 2 hours ago
NB
Associate Regional Manager
National Bank of Canada
Brossard, QC
- Full-time
At National Bank Financial – Wealth Management, your role as Associate Regional Manager for Montreal’s South Shore gives you the opportunity to provide hands-on leadership to Wealth…
Added 3 hours ago
RB
Associate Portfolio Manager
Royal Bank of Canada
Waterloo, ON
- Full-time
Minimum of 5 years Investment industry experience
Added 5 hours ago
RB
Manager, Royal Mutual Funds Inc (RMFI) Surveillance
Royal Bank of Canada
Toronto, ON
- Full-time
…sales practices) associated with the supported Capital Markets, Wealth Management businesses, Royal Mutual Funds Inc. (RMFI) and Global Asset…
Added 5 hours ago
RB
Associate, Reporting & Control
Royal Bank of Canada
Toronto, ON
- Full-time
3 + years Securities Lending/Finance Experience
Added 9 hours ago
Customer Experience Associate -Saskatoon CBC & Main Branch (18.75 hours per week)
Scotiabank
Saskatoon, SK
As a Customer Experience Associate, you 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 12 hours ago
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Associate, Restructuring
Alvarez & Marsal
Toronto, ON
- Full-time
As a Restructuring & Turnaround Associate, you will have the opportunity to work alongside professionals recognized as authorities across a diverse set of industries, and with the guidance…
Added 12 hours ago
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PIA Client Service Associate
TD
Winnipeg, MB
- Full-time
…and willingness to help others deliver a legendary customer experience to our high value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you…
Added 13 hours ago
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ScotiaMcLeod Administrative Associate - London, ON
Scotia Wealth Management
London, ON
- Full-time
As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by…
Added 14 hours ago
Senior Customer Associate - West Springs Branch, AB (30 hours/week) Contract- September, 2027
Scotiabank
Calgary, AB
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 14 hours ago
Total Wealth Planning Associate, National Support - Toronto, ON
Scotiabank
Toronto, ON
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…
Added 14 hours ago
Customer Experience Associate - Hamilton Road & Highbuty Avenue
Scotiabank
London, ON
As a Customer Experience Associate, you 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 14 hours ago
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Customer Experience Associate, Part-Time - 160 & 82nd St. Branch, Edmonton, AB (26.25 Hours/Week)
Scotiabank
Edmonton, AB
- Part-time
As a Customer Experience Associate, you 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 15 hours ago
ScotiaMcLeod Administrative Associate - London, ON
Scotiabank
London, ON
As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by…
Added 15 hours ago
Customer Experience Associate - Centre Mall, Hamilton (15 hours)
Scotiabank
Hamilton, ON
As a Customer Experience Associate, you 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 15 hours ago
Customer Service Representative - Barrie Financial Centre, Barrie (30 hrs/week)
Scotiabank
Barrie, ON
As a Customer Experience Associate, you 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 15 hours ago
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Manager, Royal Mutual Funds Inc (RMFI) Surveillance
RBC
Toronto, ON
- Full-time
…sales practices) associated with the supported Capital Markets, Wealth Management businesses, Royal Mutual Funds Inc. (RMFI) and Global Asset…
Added 15 hours ago
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Client Care Associate - Group Retirement Services
Navacord
Elmira, ON
- $50,000 to $60,000 CAD / year
- Full-time
We are looking for a motivated individual with strong technical and organizational skills to join our Wealth Management Team, in our Elmira, Ontario office. As a member of our team, you…
Added 15 hours ago
HI
Auto Associate
HUB International Canada
Duncan, BC
- Full-time
As an Auto Associate, you’ll play a key role in driving business success. You’ll actively sell insurance solutions, hit performance targets, and deliver an exceptional customer experience.…
Added 15 hours ago
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Senior Private Banking Associate
CIBC
Mississauga, ON
- Full-time
…which increases overall profit contribution to CIBC Private Wealth Management. As a Senior Private Banking Advisor, you will provide exceptional service to Private Banking clients by…
Added 16 hours ago
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Investment Associate, Private Wealth
BMO
Markham, ON · UPMA
- Full-time
…and stability of BMO Financial Group. As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based wealth management model spanning Investment…
Added 16 hours ago
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Estate Insurance Associate
BMO
Toronto, ON · Vaughan, ON · VMC
- Full-time
Provides exceptional client experience and service to ensure client needs are met or exceeded to enhance sales activities, referrals and client retention.
Added 17 hours ago
NB
Associate
National Bank of Canada
Medicine Hat, AB
- Full-time
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you…
Added 17 hours ago
NB
Wealth Associate
National Bank of Canada
Brossard, QC
- Full-time
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you…

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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