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Total Wealth Planning Associate - Toronto, ON

Toronto, Ontario, Canada • Posted March 23, 2026

Job Type: Full-time
Location: Toronto, Ontario
Posted: March 23, 2026
Category: Financial Specialists
Application Deadline: May 02, 2026

Role 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 a...

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