Total Wealth Planning Associate
1 day ago
Requisition ID: 180560 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose of Job: The primary purpose of the Total Wealth Planning Associate is to provide Regional support to Scotia Wealth Management advisors and Specialists. The Associate is also required to work very closely with other members of the Team of Specialists during plan preparation. Accountabilities: 1. Proactively support the planning needs of Wealth Advisors and Relationship Managers by: - Preparing plans submitted by Wealth Advisors and Relationship Managers - Inputting client data from documents submitted into the WealthPrint software - Working with Advisors to create a Total Wealth Plan that addresses their clients’ immediate and future goals and objectives - Providing alternative scenarios or solutions when clients are unable to meet goals - Identifying and communicating referral opportunities to advisors by completing Executive Summaries and Action Plans - Acting as liason between Team of Experts and Advisors - Ensuring that all plans assigned are accurate and completed in a timely manner pursuant to the Service Level Agreement 2. Supporting the domiciled Total Wealth Planners and / or branch planners by: - Inputting client data into the WealthPrint software - Supporting advisor planning activity within the region - Providing total wealth planning associated tax, retirement and estate planning support to advisors - Print and Bind plans as requested by advisors or Total Wealth Planners - Assisting users with plans they have created themselves using WealthPrint - Maintaining a high level of customer service 4. Proactively contribute to ongoing professional practice in the Regional Planning Group by: - Maintaining awareness and currency of the latest legislative and other financial industry changes that may affect planning techniques - Writing articles or bulletins regarding legislative changes, planning best practices or ad hoc requests from advisors - Developing modeling strategies for the software to incorporate new legislation 5. Contribute to the effective functioning of Client Solutions team by: - Building effective working relationships across the team and with various business lines and corporate function contacts - Facilitating a culture of open and honest communication - Actively participating and contributing to touch bases and team meetings - Encouraging the generation of new ideas and approaches - Actively share knowledge and experience to enhance the development of all team members - Developing and executing a meaningful employee development plan Education/Work Experience/Designations: Knowledge Musts: - In - depth understanding of the comprehensive financial planning process including investments, asset protection, retirement, estate planning and tax issues. - College or University degree - Working towards CFP - Excellent Computer Skills (Word and Excel) - Excellent interpersonal and telephone skills - Client facing role where you would have the opportunity to provide financial advice - NaviPlan software experience Location(s): Canada : Ontario : London 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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Insurance Associate
1 week ago
London, Canada Aviso Wealth Full timeThe Insurance Associate - LWS will enable our Libro Wealth Strategies advisors to enhance insurance services for both wealth protection and wealth preservation, optimize Owner relationships, improve the Advisor experience, and drive revenue growth. Strong knowledge of processes, requirements and documentation relating to both insurance products and services...
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Pic Wealth Associate
7 days ago
London, Canada Scotiabank Full timeRequisition ID: 198070 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose of Job**: We are looking for a mobile Wealth Associate to our Private Investment Counsel offices in London, Ontario. The Wealth Associate role has been created as a means to develop client-focused talent in Private...
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Pic Wealth Associate
1 week ago
London, Canada Scotiabank Full timeRequisition ID: 198070 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose of Job**: We are looking for a mobile Wealth Associate for our GTA East offices. The role will require regular travel to our Private Investment Counsel offices in Markham and Whitby. The Wealth Associate role has been...
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Wealth Associate
1 week ago
London, Canada National Bank of Canada Full timeWealth Associate National Bank of Canada invites experienced professionals to join our team as a Wealth Associate. In this role, you will collaborate closely with wealth advisors to provide exceptional client service and support their financial goals. Overview A career as a Wealth Associate at National Bank allows you to showcase your ability to work in...
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Wealth Management Associate Program
2 weeks ago
London, Canada Scotiabank Full timeRequisition ID: 237698 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Wealth Management Associate Program - Private Investment Counsel (London) Start date: June 2026 Work hours/week: 37.5 Application deadline: 10/18/25 Job location: London Scotiabank is among the largest banks in the world and is...
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Wealth Associate
1 week ago
London, Canada National Bank Full timeAttendance On-Site Job number 29826 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 01-Dec-2025 Area(s) of interest: Wealth management Location(s): London A career as a Wealth Associate at National
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Wealth associate
7 days ago
London, Canada National Bank Full timeStatus: PermanentSchedule: Full-TimeArea(s) of interest: Wealth managementLocation(s): LondonA 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 wealth advisors to stand out by offering exceptional customer service that will have a positive,...
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ScotiaMcLeod Administrative Associate
6 days ago
London, Ontario, Canada Scotia Wealth Management Full timeRequisition ID: 244409ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we're committed to helping clients grow and protect their wealth by understanding their complete financial picture—life,...
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London, Canada Scotiabank Full timeInsurance Sales Associate, Scotia Wealth Insurance - London, ON Get AI-powered advice on this job and more exclusive features. Requisition ID: 238470 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose The position is responsible for providing Insurance Consultants with the support they require to...
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Wealth Associate
3 hours ago
London, Canada National Bank Full timeAttendance On-Site Job number 29826 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 01-Dec-2025 Area(s) of interest: Wealth management Location(s): London A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in...
