About this role
Total Wealth Planning Associate - Toronto, ON
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
- 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.
- 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.
- 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.
- 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, an