Wealth Planning Associate CFP Path
Job in
Toronto, Ontario, C6A, Canada
Listed on 2026-02-24
Listing for:
Scotiabank
Full Time
position Listed on 2026-02-24
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Analyst, Financial Services
Job Description & How to Apply Below
A leading financial institution in Toronto is looking for a Total Wealth Planning Associate to provide planning support for Scotia Wealth Management advisors. In this role, you will assist with planning inquiries, prepare financial plans, and ensure timely communication. Ideal candidates will have a college degree and interpersonal skills, with an interest in pursuing CFP designation. This position offers a chance to contribute to a supportive team environment focused on enhancing client success.
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Position Requirements
10+ Years
work experience
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