Total Wealth Planning Associate Job in Toronto for Scotiabank |

Total Wealth Planning Associate

February 23 2021
Industries Bank, Insurance, Financial services
Categories Accounting, Finance, Bank, Insurance, Financial Services, Forensic accounting, Fraud
Toronto, ON

Requisition ID: 97636

Join the Global Community of Scotiabankers to help customers become better off.


Contributes to the overall success of the Total Wealth Planning team / Client Solutions in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

The Total Wealth Planning Associate (CPG) provides Total Wealth Planning support to Scotia Wealth Management advisors and Specialists across the country.


Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.

Prepare all levels of planning engagements submitted to the Central Planning Group by SWM advisors, from simple cashflow projections, to standalone pension analyses, to full comprehensive plans (with or without corporations)

Provide phone and email support for the Central Planning Group helpline on all software and financial planning inquiries from SWM advisors

Provide and analyze alternative scenarios or solutions in a plan to assess different situations for clients to meet their goals

Identify and communicate referral opportunities to advisors; act as liaison between Team of Specialists and advisors and follow up on closed client needs

Work with advisors who do self serve plans to review their inputs and reports

Provide software training for all new employees; including the WMAP program

Understanding of compliance role and availability to help with compliance responsibilities as needed

Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.

Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.

Champions a high performance environment and contributes to an inclusive work environment.


College or University degree

Diploma in Financial Planning from an accredited college desirable

Currently enrolled in financial planning preparatory courses such as CIFP

Willingness to work towards CFP designation

1-2 years of client facing advisory experience where you would have the opportunity to provide financial and investment advice

Thorough understanding of investment and retirement products. Knowledge of asset protection, estate planning and tax planning desirable

Experience in using Financial Planning software (Naviplan preferred)

Location(s): Canada : Ontario : Toronto

As Canada's International Bank, we are a diverse and global team. We speak more than 100 languages with backgrounds from more than 120 countries. Our employees are committed to a superior customer experience and use the Bank’s six guiding sales practice principles to ensure they act with honesty and integrity.

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. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Apply now!