Total Wealth Planning Associate - Toronto, ON

Job 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 2. Total Wealth Plan Development 3. Contribute to Professional Practice 4. Contribute to the Effective Functioning of the Client Solutions Team - 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 t...