Total Wealth Planning Associate, National Support - Toronto, ON

Scotiabank; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

Scotiabank in Toronto is seeking a Total Wealth Planning Associate to support the Central Planning Group across Canada, helping Advisors with holistic financial plans and Conquest modelling.

You will develop comprehensive financial plans, model scenarios, and collaborate with Wealth Partners to deliver high-quality client solutions. This opportunity suits someone with a foundation in financial planning and a desire to deepen expertise within a collaborative environment.

Qualifications

• Foundation in financial planning with tax, retirement, estate, investment and risk management.
• Experience preparing, reviewing or supporting financial plans.
• Conquest experience is a strong asset.
• Strong analytical skills and attention to detail.
• The ability to interpret client information and translate it into meaningful planning strategies.
• Strong communication and relationship-building skills.
• A collaborative mindset and willingness to share knowledge.

Responsibilities

• Develop comprehensive Total Wealth Plans for clients across Canada.
• Input and validate client information from supporting documents.
• Model alternative scenarios and planning strategies to help clients achieve their financial goals.
• Identify opportunities to engage Wealth Partners to support client needs and deepen client relationships.
• Deliver high-quality plans within established service standards.
• Be a financial planning resource to Advisors with modelling and Conquest concepts.
• Review and co-build financial plans to enhance accuracy and quality.
• Stay current on legislation and planning trends.

Skills

Financial planning concepts

Conquest experience

Analytical skills

Communication

Collaboration

Organization

Education

College/university degree

QAFP or CFP designation

Tools

Conquest

Job description

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Title: Total Wealth Planning Associate, National Support - Toronto, ON

Requisition ID: 278096

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

About the Role

Are you passionate about financial planning and looking for an opportunity to deepen your technical expertise?

As a Total Wealth Planning Associate, you will be part of the Central Planning Group, supporting Scotiabank Advisors across Canada, including Scotia Wealth, Scotia Financial Planning and FAIR (Financial Advisor, Investment and Retirement Planning).

You will work on a wide range of client situations, developing comprehensive, holistic financial plans, modelling planning strategies and scenarios, and supporting Advisors with complex financial planning questions and the effective use of financial planning software (Conquest).

This is an excellent opportunity for someone who already has a foundation in financial planning and wants to deepen their expertise in comprehensive financial planning for high-net-worth clients, within a highly collaborative and learning-focused environment.

Key Accountabilities

1. Develop Comprehensive Financial Plans

• Build and/or update comprehensive Total Wealth Plans for clients across Canada.
• Input and validate client information from supporting documents.
• Model alternative scenarios and planning strategies to help clients achieve their financial goals.
• Identify opportunities to engage Wealth Partners (Team of Specialists), bringing specialized expertise to support client needs and deepen client relationships.
• Deliver high-quality plans within established service standards.

2. Be a Financial Planning Resource to Advisors

• Support Advisors with financial planning concepts, strategies and Conquest modelling.
• Review, refine and co-build financial plans to enhance their accuracy, completeness and quality.
• Act as a subject matter expert, providing guidance on financial planning software and effective modelling techniques.

3. 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.
• Bring forward ideas that improve the planning experience for Advisors and clients.
• Demonstrate a commitment to continuous learning, professional development and career growth.

4. Contribute to Professional Practice

• Stay current on legislation, planning trends, and industry changes.
• Develop and refine planning approaches and Conquest modelling strategies as legislation and planning practices evolve.
• Contribute ideas and best practices to continuously enhance the quality and effectiveness of financial planning.

What You Bring

We are looking for someone who is curious, analytical and passionate about financial planning, with:

• Practical knowledge of financial planning concepts, including tax, retirement, estate, investment and risk management.
• Experience preparing, reviewing or supporting financial plans.
• Experience with financial planning software; Conquest experience is a strong asset.
• Strong analytical skills and attention to detail.
• The ability to interpret client information and translate it into meaningful planning strategies.
• Strong communication and relationship-building skills.
• A collaborative mindset and willingness to share knowledge and learn from others.
• Strong organizational skills and the ability to manage multiple planning cases and priorities.

Education & Qualifications

• College or university degree in a relevant field.
• QAFP® or CFP® designation, or actively working toward one, is preferred.

Why Join the Central Planning Group?

This role offers an opportunity to:

• Build deeper technical planning expertise across a broad range of client situations.
• Work with Advisors and planning cases from across Canada.
• Develop advanced capabilities in Conquest and financial planning modelling.
• Learn alongside an experienced team that values collaboration and knowledge-sharing.
• Build experience across multiple areas of financial planning.
• Grow your financial planning career while making a meaningful contribution to the Advisor and client experience.

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.