Drive impactful financial planning as a Total Wealth Planning Associate at Scotiabank in Toronto, Ontario. Support advisors, develop comprehensive plans, and enhance your expertise in a collaborative, energetic environment.
In this pivotal role, you will assist Scotiabank Advisors across Canada, including Scotia Wealth and Scotia Financial Planning. Your expertise in financial planning software and holistic planning will guide you in crafting best-in-class financial strategies. Join a culture that prioritizes skilled growth and teamwork.
Key Responsibilities:
• Respond to advisors regarding financial planning concepts
• Review and refine financial plans created by advisors
• Develop comprehensive Total Wealth Plans for clients




• Input and validate client data from supporting documents
• Identify referral opportunities to deepen client relationships
Requirements:
• Knowledge of financial planning concepts and strategies
• Robust interpersonal and communication skills
• Experience with financial planning software (Conquest preferred)
• College or university degree
• Pursuing QAFP or CFP designation
Leverage your financial expertise and commitment to service at Scotiabank's cutting-edge team in Toronto.
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📌 Total Wealth Planning Associate Toronto
🏢 Scotiabank
📍 Toronto