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Added 12 mins ago
Veterinary Receptionist, Green Acres Animal Hospital (Part-time)
VCA Animal Hospitals
AB · Alberta, Canada
Part-time
Answering phones, responding to client questions, and helping direct inquiries appropriately
Added 12 mins ago
Senior Client Partner
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Full-time
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Added 12 mins ago
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Part-time
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Added 12 mins ago
U.S. Immigration Case Analyst
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Added 42 mins ago
Senior Associate, Risk & Compliance Services
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…project-based and recurring advisory projects for a diverse client base. The Senior Associate, Risk & Compliance Services (the “Senior Associate”) is part of an advisory team that helps…
Added 42 mins ago
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Added 42 mins ago
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$22 to $26 CAD / hour
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Added 1 hour ago
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Added 1 hour ago
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Added 1 hour ago
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Added 1 hour ago
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Added 1 hour ago
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Added 1 hour ago
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Scotiabank

Total Wealth Planning Associate - Toronto, ON

Toronto, ON, M5H 1H1, Canada

Posting language: English
Posted: Aug 21, 2026

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Original job description

Requisition ID: 254843

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

About the Role

As a Total Wealth Planning Associate, you will play a key role in supporting Scotiabank Advisors across Canada, including Scotia Wealth, Scotia Financial Planning and FAIR (Financial Advisor, Investment and Retirement Planning). You will prepare comprehensive holistic financial plans, provide expert guidance on planning software, and contribute to the development of best-in-class financial planning practices.

If you are passionate about financial planning and eager to grow your expertise in a collaborative, advisor‑focused environment, this role is an excellent opportunity.

Key Accountabilities

1. Advisor and Planning Support

Respond to advisor inquiries related to financial planning concepts and the Conquest planning software.
Review, refine and co‑build financial plans created by advisors to ensure accuracy and completeness.
Serve as a subject matter expert in planning software and modeling techniques.

2. Total Wealth Plan Development

Build or update comprehensive Total Wealth Plans submitted to the Central Planning Group.
Input and validate client data from supporting documents.
Model scenarios and recommend strategies that help clients meet their financial goals.
Identify referral opportunities to Wealth Partners (Team of Specialists) to deepen client relationships.
Deliver plans within established service-level timelines.

3. Contribute to Professional Practice

Stay current on legislation, planning trends, and industry changes.
Develop and refine planning software modelling strategies to incorporate new rules, methodologies, or planning considerations. Share best practices with the Team.

4. 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.
Contribute ideas that support innovation and continuous improvement.
Commit to a personal development plan that supports your career growth.

Job Requirements

Skills, Experience and Competencies

Knowledge of financial planning concepts: investments, tax, retirement, estate planning, risk management.
Strong interpersonal and communication skills.
Strong organizational and analytical skills.
Experience with financial planning software (Conquest experience is an asset).
A collaborative mindset and commitment to outstanding service.

Education and Qualification

College or university degree.
Pursuing QAFP or CFP designation or equivalent financial planning credentials.

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

The associate will support financial advisors by preparing comprehensive financial plans and providing expert guidance on planning software. They will also model client scenarios, validate data, and contribute to the development of best-in-class financial planning practices.

Requirements

Candidates must hold a college or university degree and possess knowledge of financial planning concepts including investments, tax, and estate planning. Pursuing a QAFP or CFP designation or equivalent credentials is required.

Skills

Financial planning
Investment management
Tax planning
Retirement planning
Estate planning
Risk management
Conquest software
Financial modeling
Analytical skills
Communication skills
Interpersonal skills
Organizational skills
Data validation

Visa sponsorship

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Keywords

Financial Planning
Wealth Management
Scotiabank
Conquest
Investments
Tax
Retirement
Estate Planning
Risk Management
Financial Advisor
Modeling
Client Solutions
QAFP
CFP
Banking
Financial Analysis
Data Validation
Strategic Planning

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