Total Wealth Planning Associate - Toronto, ON

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Title: Total Wealth Planning Associate - Toronto, ON

Requisition ID:

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

Purpose of the Job

The primary purpose of the Total Wealth Planning Associate is to provide planning support to Scotia Wealth Management advisors nationally. Planning Support for the Scotia Wealth Management consist of preparing, updating, revising and/or coaching a Total Wealth Plan, as well as responding to planning software navigational related questions.

Key Job Accountabilities

1. Primary function of the Total Wealth Planning Associate is to support the Central Planning Group phone and email help line by:

• Answering phone and email inquiries on financial planning questions and technical questions around the TW Architect software (Conquest) e.g. how to model data and strategies
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