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Added 2 mins ago
Associate Insurance Advisor, Real Estate Practice
HUB International
Burnaby, BC · Vancouver, BC
Full-time
Demonstrates excellent customer service skills; collaborates well working as part of a team.
Added 17 mins ago
Security Concierge
FirstService Residential Canada
Mississauga, ON
Full-time
Provide exceptional Customer Service to Clients, Customers, Contractors and Visitors to client’s property.
Added 32 mins ago
Data and Product Analyst (Contract)
PwC
Toronto, ON
Full-time
As a Data and Product Analyst at the Senior Associate level, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. Your role will include,…
Added 47 mins ago
Customer Experience Associate - Future Opportunities
TD
Ottawa, ON · Hawkesbury, ON · Orleans, ON · Rockland, ON
Part-time
…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 prospective TD…
Added 47 mins ago
Customer Experience Associate
TD
Comox, BC
Part-time
…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 prospective TD…
Added 47 mins ago
Customer Experience Associate
TD
Nanaimo, BC
Part-time
…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 prospective TD…
Added 1 hour ago
Environmental Services Supervisor, Healthcare
Compass Group Canada
London, ON
Full-time
…Functions of the department. Personnel Management includes new associate interviews, selection, hiring, evaluation and on occasion termination in accordance with Compass Standards, Client…
Added 1 hour ago
Seasonal Associate
sephora.com
Saint John, NB
$17.65 to $22.05 CAD / hour
Full-time
As a Seasonal Associate, you’ll be responsible for providing an outstanding client experience by supporting both store operations and onstage service during peak business moments. You’ll…
Added 1 hour ago
Seasonal Associate
sephora.com
Burnaby, BC
$19.85 to $24.8 CAD / hour
Full-time
As a Seasonal Associate, you’ll be responsible for providing an outstanding client experience by supporting both store operations and onstage service during peak business moments. You’ll…
Added 1 hour ago
Supervising Associate, Resource Management
EY
Winnipeg, MB · Toronto, ON · Saskatoon, SK · Halifax, NS · St. John's, NL · London, ON · Vancouver, BC · Victoria, BC · Edmonton, AB · Ottawa, ON · Dieppe, NB · ON · AB · Calgary, AB · Waterloo, ON
The Resource Management (RM) Supervising Associate is a member of the EY Canada Resource Management team supporting Consulting. The RM Supervising Associate provides functional support to…
Added 2 hours ago
Sales Associate III
Coach
Richmond, BC
Full-time
The Sales Associate is the front‑line ambassador of the Coach brand. You will deliver an elevated, personalized shopping experience, meet personal and store sales goals, and support daily…
Added 2 hours ago
Wealth Experience Associate
ATB
Calgary, AB
Full-time
As ATB Wealth’s next Wealth Experience Associate, you are passionate about assisting Financial Advisors in managing and administering an assigned portfolio of ATB Wealth clients. Under the…
Added 2 hours ago
Private Client Associate
ATB
Lloydminster, SK · Alexis Whitecourt 232, AB · Pincher Creek, AB · Chestermere, AB · Fort McMurray, AB · Forestburg, AB · Fort Vermilion, AB · Olds, AB · High Level, AB · Picture Butte, AB · Ponoka, AB · Wainwright, AB · Three Hills, AB · Tofield, AB · Magrath, AB · Hinton, AB · Boyle, AB · Medicine Hat, AB · Athabasca, AB · Fairview, AB · Jasper, AB · Rimbey, AB · Lacombe, AB · St. Paul, AB · Sherwood Park, AB · Viking, AB · Sundre, AB · Sylvan Lake, AB · Didsbury, AB · High Prairie, AB · Carstairs, AB · Lac la Biche, AB · Cold Lake, AB · Stettler, AB · Brooks, AB · Drayton Valley, AB · Airdrie, AB · Castor, AB · Stony Plain, AB · Taber, AB · Milk River, AB · Leduc, AB · Barrhead, AB · Fort Macleod, AB · Grimshaw, AB · Killam, AB · Raymond, AB · Spruce Grove, AB · Westlock, AB · Vegreville, AB · Rocky Mountain House, AB · Spirit River, AB · La Crête, AB · Red Deer, AB · Beaumont, AB · Provost, AB · Vermilion, AB · Valleyview, AB · Caroline, AB · Linden, AB · Vulcan, AB · Canmore, AB · Slave Lake, AB · Elk Point, AB · Smoky Lake, AB · Strathmore, AB · Mayerthorpe, AB · Wildwood, AB · Hanna, AB · Foremost, AB · Peace River, AB · Wetaskiwin, AB · Okotoks, AB · Two Hills, AB · Falher, AB · Manning, AB · Nanton, AB · Trochu, AB · Rycroft, AB · Redwater, AB · Fort Saskatchewan, AB · Andrew, AB · Drumheller, AB · Thorsby, AB · Hythe, AB · Consort, AB · Breton, AB · Coronation, AB · Onoway, AB · Cochrane, AB · Bonnyville, AB · Camrose, AB · Innisfail, AB · Crossfield, AB · Edson, AB · Edmonton, AB · Claresholm, AB · Bow Island, AB · Beaverlodge, AB · St. Albert, AB · Grande Prairie, AB · Banff, AB · Oyen, AB · Calgary, AB · Lethbridge, AB · Coaldale, AB · Lamont, AB · Cardston, AB · Granum, AB · AB · Diamond Valley, AB,CA · Whitecourt, AB,CA
Full-time
As ATB’s next Private Client Associate, you will often be the first point of contact with clients. This gives you a great opportunity to work with your investment counselor(s) to deliver a…
Added 2 hours ago
AI Engineer
Insight
Remote, Canada
Full-time · Remote
6+ years of professional software development, including 2+ years leading technical delivery on client-facing or cross-functional projects.
Added 3 hours ago
Retail Associate, SEAS - Nike Mirabel
Nike
Mirabel, QC · NFS CA MIRABEL
Part-time
En tant que Retail Associate Nike, vous représentez NIKE. Si vous aimez les volumes d'activités élevés et les rythmes intenses, ce poste est fait pour vous. Vos expériences et points de vue…
Added 3 hours ago
Retail Associate, SEAS - Nike Marche Central
Nike
Montreal, QC · NFS CA MARCHE CENTRAL
Part-time
En tant que Retail Associate Nike, vous représentez NIKE. Si vous aimez les volumes d'activités élevés et les rythmes intenses, ce poste est fait pour vous. Vos expériences et points de vue…
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Lead Lighting Artist / Chef.fe d’équipe Éclairage
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Montreal, QC
Full-time
…Stations, Bravo, and Peacock, our premium ad-supported streaming service. We produce and distribute premier filmed entertainment and programming through our powerhouse film and television…
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icebreaker: Superviseur - TouchLab Montreal
icebreaker
Montreal, QC
$21.1 to $25.2 CAD / hour
Part-time
…soutien de l’équipe de gestion et dans l’offre d’une expérience client exceptionnelle. Vous montrez l’exemple, encadrez et développez les associé(e)s, et assurez l’excellence opérationnelle…
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Cloud Security Architect
Affinity
Vancouver, BC
Contract
On behalf of our public-sector client, Affinity is seeking a Cloud Security Architect to provide senior cloud security architecture, governance and advisory expertise in support of a cloud…
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Associate Property Manager
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Quebec, QC
Full-time
Reporting to the Property Manager, the Associate Property Manager will ensure all Property Management policies, procedures and operations are conducted effectively. You will develop,…
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Veterinary Receptionist, Green Acres Animal Hospital (Part-time)
VCA Animal Hospitals
AB · Alberta, Canada
Part-time
Previous experience in customer service, hospitality, retail, healthcare, or another client-facing environment would be considered valuable.
Added 4 hours ago
Temporary Sales Associate
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Mississauga, ON
Part-time
The Sales Associate is the front‑line ambassador of the Coach brand. You will deliver an elevated, personalized shopping experience, meet personal and store sales goals, and support daily…
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Temporary Sales Associate
Coach
Mirabel, QC
Part-time
The Sales Associate is the front‑line ambassador of the Coach brand. You will deliver an elevated, personalized shopping experience, meet personal and store sales goals, and support daily…
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Veterinary Reception, Client Care, Burlington Animal Hospital
VCA Animal Hospitals
Burlington, ON
Full-time
At Burlington Animal Hospital, we welcome a Veterinary Reception, Client Service Representative to join our team full-time in Burlington, Ontario. This is an exciting opportunity for an…
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Veterinary Technician (ICU), Alta Vista Specialty & Emergency Veterinary Centre
VCA Animal Hospitals
Ottawa, ON
Full-time
Client Guidance: Offer compassionate support and clear explanations of hospitalization updates, discharge instructions, and home-care plans.

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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