Associate Total Wealth Planner
21 minutes ago
Requisition ID: 225811 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose** The primary purpose of the Associate Total Wealth Planner is to provide plan input support to Senior Total Wealth Planners in market and to provide full planning engagements (discovery to delivery) to existing clients of SWM with investable assets of less than a million. **Key Accountabilities** **Support the planning needs of the local Senior Total Wealth Planner by**: - Inputting data and scenario modelling in the Conquest Planning software - Identifying and communicating referral opportunities within each plan - Ensuring that all financial plans assigned are accurate, and completed in a timely manner pursuant to a Service Level Agreement **Provide Wealth Planning services directly to clients below the million dollar threshold by**: - Completing the planning process from discovery to plan presentation - Consulting with members of Team of Specialists to assist in uncovering appropriate strategies as appropriate - Working with Total Wealth Manager to promote the benefits of planning - Ensuring that all financial plans assigned are accurate and completed in a timely manner **Proactively support the financial planning needs of advisors/Relationship Managers of Scotia Wealth Management in their local market by**: - Counselling on complex financial planning inquiries - Assisting or completing modelling in Conquest Planning - Providing answers on related issues such as tax, estate or retirement planning - Coaching on financial plan presentations - Helping advisors identify referral opportunities within advisor completed plans **Experience** - Strong understanding of the financial planning process including investments, asset protection, retirement, risk management, estate planning and tax planning - Excellent interpersonal and communication skills - Financial planning software experience, **Conquest Planning** preferred - Experience in client facing roles with the opportunity to provide financial services **Education/Skills/Designations** - Bilingualism in French and English - IQPF designation (strong asset) - College or University degree **Work Location**:Montreal or Toronto Location(s): Canada : Quebec : Montreal || Canada : Ontario : Toronto Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
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Wealth Associate
2 weeks ago
Montréal, Canada Echelon Wealth Partners Full time**About Us**: Highgate Group is an investment dealer offering independent and integrated client advisory services to wealthy individuals and their families. With a commitment to excellence and personalized service, we provide comprehensive wealth management solutions tailored to meet the unique needs and goals of each client. Our team of experienced...
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Associate Wealth Advisor
2 weeks ago
Montréal, Canada Brewin Dolphin Full time**Job Summary** **What is the opportunity?** RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the advisory team. Developing and implementing the team’s wealth management strategy for clients is the...
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Private Wealth Associate, Bilingual
5 days ago
Montréal, Canada CWB Financial Group Full timeAt CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by: - Putting people first and building relationships with intention- Seeking out and embracing new ideas- Believing that how we do things is as important as what we do Private Wealth Associate, Bilingual Location: Montreal,...
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Total Wealth Manager
1 week ago
Montréal, Canada Scotiabank Full timeRequisition ID: 216953 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose** Contributes to the overall success of the Client Solutions group in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives....
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Total Wealth Manager
21 minutes ago
Montréal, Canada Scotiabank Full timeRequisition ID: 232563 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose** Contributes to the overall success of the Client Solutions group in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives....
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Montréal, Canada Scotiabank Full timeRequisition ID: 235842 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...
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Wealth Management Associate Program
1 week ago
Montréal, Canada Scotiabank Full timeRequisition ID: 204245 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Wealth Management Associate Program**: - **June 2025** Scotiabank is among the largest banks in the world and is Canada’s most international bank. We are powered by high-performing (and awesome) teammates who make a real...
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Wealth Management Associate Program
4 days ago
Montréal, Canada Scotiabank Full timeRequisition ID: 231754 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Wealth Management Associate Program - ScotiaMcLeod** Start date: June 2026 Work hours/week: 37.5 Application deadline: 08/10/2025 Location : Montreal Scotiabank is among the largest banks in the world and is Canada’s most...
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Wealth Associate
2 weeks ago
Montréal, Canada National Bank of Canada Full timeAttendance: Hybrid Employment Category: Professional Type of Contract: Permanent Benefits for vendors: A career as a Wealth Associate within Family Wealth Management Schulman Group at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by...
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Wealth Associate
5 days ago
Montréal, Canada National Bank of Canada Full timeA career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. **Your job**: - Support investment advisors in...
