Total Wealth Planning Associate - Toronto, ON
ScotiabankToronto, Ontario, Canada
Posted March 17, 2026
Full Time
About the Company
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.
Job Description
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. 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.
Requirements
- 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.
Benefits
- Retirement Plan
- Paid Time Off