Wealth Planning Associate

Elevate your career as a Total Wealth Planning Associate with Scotiabank in Toronto. Engage in financial planning, software assistance, and client relationship management in a supportive environment.

As a Total Wealth Planning Associate, your primary role will provide crucial planning support to Scotia Wealth Management advisors nationally. You will assist with the TW Architect software while preparing comprehensive Total Wealth Plans. Your expertise will facilitate successful planning outcomes for clients and enhance the quality of service provided.

Key Responsibilities:

• Answer inquiries through phone and email regarding financial planning

• Assist users in creating and reviewing plans using Conquest FP software

• Prepare accurate financial plans for advisors and clients

• Identify alternative solutions for clients not meeting goals

• Communicate referral opportunities to Wealth Partners

Requirements:

• Understanding of wealth planning processes and financial instruments

• Experience with financial planning software

• Excellent interpersonal and communication skills

• College or university degree is required

• Interest in pursuing CFP designation

Support Scotia Wealth Management in delivering exceptional planning services to clients nationwide.
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