Total Wealth Planning Associate - Toronto, ON

Requisition ID: 248030



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 Scotia Wealth Management Advisors across Canada. 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 and co‑build financial plans created by advisors to ensure accuracy and completeness.
• Serve as a subject matter ex...