About the Role As a Total Wealth Planning Associate, you will play a key role in supporting ... Client Solutions Team * Build strong working relationships across the team and with various ...
About the Role As a Total Wealth Planning Associate, you will play a key role in supporting ... Client Solutions Team * Build strong working relationships across the team and with various ...
Client Associate (IR Licensed) CIBC Wood Gundy
Waterloo, ON · On-site
CA$48K - CA$56K/yr
To learn more about CIBC, please visit CIBC.com What you'll be doing As a Client Associate, you ... You engage with the purpose of finding the right solutions. You go the extra mile because it is the ...
Client Associate (IR Licensed) CIBC Wood Gundy
Waterloo, ON · On-site
CA$48K - CA$56K/yr
To learn more about CIBC, please visit CIBC.com What you'll be doing As a Client Associate, you ... You engage with the purpose of finding the right solutions. You go the extra mile because it is the ...
Client Associate (IR licensed) CIBC Wood Gundy
CA$50K - CA$59K/yr
To learn more about CIBC, please visit CIBC.com What you'll be doing As a Client Associate, you ... You engage with the purpose of finding the right solutions. You go the extra mile because it is the ...
Client Associate (IR licensed) CIBC Wood Gundy
CA$50K - CA$59K/yr
To learn more about CIBC, please visit CIBC.com What you'll be doing As a Client Associate, you ... You engage with the purpose of finding the right solutions. You go the extra mile because it is the ...
Client Associate (12 month contract) IR licensed
Kanata, ON · On-site
CA$48K - CA$53K/yr
To learn more about CIBC, please visit CIBC.com What you'll be doing As a Client Associate, you ... You engage with the purpose of finding the right solutions. You go the extra mile because it is the ...
Client Associate (12 month contract) IR licensed
Kanata, ON · On-site
CA$48K - CA$53K/yr
To learn more about CIBC, please visit CIBC.com What you'll be doing As a Client Associate, you ... You engage with the purpose of finding the right solutions. You go the extra mile because it is the ...
Client Associate (12 month contract) IR licensed
CA$48K - CA$53K/yr
To learn more about CIBC, please visit CIBC.com What you'll be doing As a Client Associate, you ... You engage with the purpose of finding the right solutions. You go the extra mile because it is the ...
Client Associate (12 month contract) IR licensed
CA$48K - CA$53K/yr
To learn more about CIBC, please visit CIBC.com What you'll be doing As a Client Associate, you ... You engage with the purpose of finding the right solutions. You go the extra mile because it is the ...
Develop and sell through omnichannel retail media solutions across onsite, offsite, in-store ... Demonstrates and encourages respect for others; drives a positive associate and customer experience ...
Develop and sell through omnichannel retail media solutions across onsite, offsite, in-store ... Demonstrates and encourages respect for others; drives a positive associate and customer experience ...
Client Associate (IR licensed) 12 month contract
London, ON · On-site
CA$48K - CA$56K/yr
To learn more about CIBC, please visit CIBC.com What you'll be doing As a Client Associate, you ... You engage with the purpose of finding the right solutions. You go the extra mile because it is the ...
Client Associate (IR licensed) 12 month contract
London, ON · On-site
CA$48K - CA$56K/yr
To learn more about CIBC, please visit CIBC.com What you'll be doing As a Client Associate, you ... You engage with the purpose of finding the right solutions. You go the extra mile because it is the ...
Client Associate (IR licensed) CIBC Wood Gundy
Thornhill, ON · On-site
CA$50K - CA$59K/yr
To learn more about CIBC, please visit CIBC.com What you'll be doing As a Client Associate, you ... You engage with the purpose of finding the right solutions. You go the extra mile because it is the ...
Client Associate (IR licensed) CIBC Wood Gundy
Thornhill, ON · On-site
CA$50K - CA$59K/yr
To learn more about CIBC, please visit CIBC.com What you'll be doing As a Client Associate, you ... You engage with the purpose of finding the right solutions. You go the extra mile because it is the ...
Client Associate (IR licensed) CIBC Wood Gundy
Toronto, ON · On-site
CA$50K - CA$59K/yr
To learn more about CIBC, please visit CIBC.com What you'll be doing As a Client Associate, you ... You engage with the purpose of finding the right solutions. You go the extra mile because it is the ...
Client Associate (IR licensed) CIBC Wood Gundy
Toronto, ON · On-site
CA$50K - CA$59K/yr
To learn more about CIBC, please visit CIBC.com What you'll be doing As a Client Associate, you ... You engage with the purpose of finding the right solutions. You go the extra mile because it is the ...
Client Associate (IR licensed) CIBC Wood Gundy
CA$50K - CA$59K/yr
To learn more about CIBC, please visit CIBC.com What you'll be doing As a Client Associate, you ... You engage with the purpose of finding the right solutions. You go the extra mile because it is the ...
Client Associate (IR licensed) CIBC Wood Gundy
CA$50K - CA$59K/yr
To learn more about CIBC, please visit CIBC.com What you'll be doing As a Client Associate, you ... You engage with the purpose of finding the right solutions. You go the extra mile because it is the ...
Client Associate (IR licensed) 12 month contract
CA$48K - CA$56K/yr
To learn more about CIBC, please visit CIBC.com What you'll be doing As a Client Associate, you ... You engage with the purpose of finding the right solutions. You go the extra mile because it is the ...
Client Associate (IR licensed) 12 month contract
CA$48K - CA$56K/yr
To learn more about CIBC, please visit CIBC.com What you'll be doing As a Client Associate, you ... You engage with the purpose of finding the right solutions. You go the extra mile because it is the ...
Client Associate (IR Licensed) CIBC Wood Gundy
Waterloo, ON · On-site
CA$48K - CA$56K/yr
To learn more about CIBC, please visit CIBC.com What you'll be doing As a Client Associate, you ... You engage with the purpose of finding the right solutions. You go the extra mile because it is the ...
Client Associate (IR Licensed) CIBC Wood Gundy
Waterloo, ON · On-site
CA$48K - CA$56K/yr
To learn more about CIBC, please visit CIBC.com What you'll be doing As a Client Associate, you ... You engage with the purpose of finding the right solutions. You go the extra mile because it is the ...
Client Service Associate
Thornhill, ON · Hybrid
CA$50K - CA$60K/yr
Individual Life Solutions Hours Per Week: 35 (Full-Time) Location: Markham and Toronto, Hybrid ... Client Service Associate to support the needs of our Individual Solutions division. In this role ...
Client Service Associate
Thornhill, ON · Hybrid
CA$50K - CA$60K/yr
Individual Life Solutions Hours Per Week: 35 (Full-Time) Location: Markham and Toronto, Hybrid ... Client Service Associate to support the needs of our Individual Solutions division. In this role ...
Associate Portfolio Manager
Waterloo, ON · On-site
CA$66K - CA$105K/yr
As an Associate Portfolio Manager, PH&N Investment Counsel, you are a member of a professional team ... client solutions as well as operation efficiencies. * Assist in the construction of customized ...
New
Associate Portfolio Manager
Waterloo, ON · On-site
CA$66K - CA$105K/yr
As an Associate Portfolio Manager, PH&N Investment Counsel, you are a member of a professional team ... client solutions as well as operation efficiencies. * Assist in the construction of customized ...
New
Director, Client Experience
Toronto, ON · On-site
$100 - $130/hr
... solutions that meet their unique business needs. The Director is responsible for identifying new ... Associate, Client Experience; * Oversees the client service experience, ensuring high-quality ...
Director, Client Experience
Toronto, ON · On-site
$100 - $130/hr
... solutions that meet their unique business needs. The Director is responsible for identifying new ... Associate, Client Experience; * Oversees the client service experience, ensuring high-quality ...
Junior/Senior Associate The Team We have an established and well-respected group of lawyers in our ... client solutions. * Maintain up-to-date knowledge of relevant legal, regulatory, and market ...
Junior/Senior Associate The Team We have an established and well-respected group of lawyers in our ... client solutions. * Maintain up-to-date knowledge of relevant legal, regulatory, and market ...
... solutions that meet their unique business needs. The Director is responsible for identifying new ... Associate, Client Experience; * Oversees the client service experience, ensuring high-quality ...
... solutions that meet their unique business needs. The Director is responsible for identifying new ... Associate, Client Experience; * Oversees the client service experience, ensuring high-quality ...
Specialized Tax Credits and Government Incentives (SR&ED), Senior Associate
Toronto, ON · Hybrid
CA$58K - CA$97K/yr
As a TaxCreditsandGovernmentIncentivesSenior Associate,you'llworkwithateamofprofessionalsto ... practical client solutions (including federal clean economy investment tax credits, Quebec ...
Specialized Tax Credits and Government Incentives (SR&ED), Senior Associate
Toronto, ON · Hybrid
CA$58K - CA$97K/yr
As a TaxCreditsandGovernmentIncentivesSenior Associate,you'llworkwithateamofprofessionalsto ... practical client solutions (including federal clean economy investment tax credits, Quebec ...
Client Service Associate
Toronto, ON · On-site
CA$42K - CA$71K/yr
As a Client Service Associate at CI Financial, you will be instrumental in collaborating with ... In this role, the successful candidate will work to gather information and create solutions in ...
Client Service Associate
Toronto, ON · On-site
CA$42K - CA$71K/yr
As a Client Service Associate at CI Financial, you will be instrumental in collaborating with ... In this role, the successful candidate will work to gather information and create solutions in ...
Job Overview The Associate Director plays a critical role in supporting the growth and advice ... address client needs, and drive holistic business solutions. * Delivers reports to the bank ...
Job Overview The Associate Director plays a critical role in supporting the growth and advice ... address client needs, and drive holistic business solutions. * Delivers reports to the bank ...
Client Solutions Associate information
See Ontario salary details
$23.5K - $32.5K
8% of jobs
$36.8K is the 25th percentile. Wages below this are outliers.
$32.5K - $41.5K
35% of jobs
The median wage is $44.9K / yr.
$41.5K - $50.5K
18% of jobs
$50.5K - $59.5K
5% of jobs
$65.7K is the 75th percentile. Wages above this are outliers.
$59.5K - $68.5K
13% of jobs
$68.5K - $77.5K
16% of jobs
$77.5K - $86.5K
1% of jobs
$86.5K - $95.5K
1% of jobs
$95.5K - $104.5K
1% of jobs
$104.5K - $113.5K
1% of jobs
$113.5K - $122.5K
1% of jobs
$23.5K
$56.7K
$122.5K
How much do client solutions associate jobs pay per year?
What is a client solutions associate?
What is the difference between Client Solutions Associate vs Account Manager?
| Aspect | Client Solutions Associate | Account Manager |
|---|---|---|
| Primary Role | Supports client needs, assists in solution delivery, and coordinates between teams | Manages client accounts, maintains relationships, and drives account growth |
| Required Skills | Communication, problem-solving, product knowledge | Relationship management, sales, strategic planning |
| Work Environment | Collaborative, team-oriented, often in client-facing settings | Client-focused, sales-driven, often in account management teams |
| Common Usage | Used in tech, consulting, and service industries | Common in advertising, marketing, and SaaS sectors |
The main difference is that a Client Solutions Associate primarily supports client needs and coordinates solutions, while an Account Manager focuses on managing client relationships and growing accounts. Both roles require strong communication skills and industry knowledge, but their core responsibilities differ in scope and focus.
What does a client solutions associate do?
How does a client solutions associate typically collaborate with sales and account management teams?
What are the key skills and qualifications needed to thrive as a client solutions associate, and why are they important?
What are the most commonly searched types of Client Solutions jobs in Ontario?
The most popular types of Client Solutions jobs in Ontario are:
What are popular job titles related to Client Solutions Associate jobs in Ontario?
For Client Solutions Associate jobs in Ontario, the most frequently searched job titles are:
What job categories do people searching Client Solutions Associate jobs in Ontario look for?
The top searched job categories for Client Solutions Associate jobs in Ontario are:
What cities in Ontario are hiring for Client Solutions Associate jobs?
Cities in Ontario with the most Client Solutions Associate job openings:

Full-time
Re-posted 27 days ago
Job description
Requisition ID: 254843Â
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
About the Role
As a Total Wealth Planning Associate, you will play a key role in supporting Scotiabank Advisors across Canada, including Scotia Wealth, Scotia Financial Planning and FAIR (Financial Advisor, Investment and Retirement Planning). You will prepare comprehensive holistic financial plans, provide expert guidance on planning software, and contribute to the development of best-in-class financial planning practices.
If you are passionate about financial planning and eager to grow your expertise in a collaborative, advisorfocused environment, this role is an excellent opportunity.
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Key Accountabilities
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1. Advisor and Planning Support
- Respond to advisor inquiries related to financial planning concepts and the Conquest planning software.
- Review, refine and cobuild financial plans created by advisors to ensure accuracy and completeness.
- Serve as a subject matter expert in planning software and modeling techniques.
2. Total Wealth Plan Development
- Build or update comprehensive Total Wealth Plans submitted to the Central Planning Group.
- Input and validate client data from supporting documents.
- Model scenarios and recommend strategies that help clients meet their financial goals.
- Identify referral opportunities to Wealth Partners (Team of Specialists) to deepen client relationships.
- Deliver plans within established service-level timelines.
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3. Contribute to Professional Practice
- Stay current on legislation, planning trends, and industry changes.
- Develop and refine planning software modelling strategies to incorporate new rules, methodologies, or planning considerations. Share best practices with the Team.
4. Contribute to the Effective Functioning of the Client Solutions Team
- Build strong working relationships across the team and with various business lines and corporate partners.
- Promote a culture of open, transparent, and collaborative communication.
- Participate actively in team meetings, knowledge-sharing, and problem-solving discussions.
- Contribute ideas that support innovation and continuous improvement.
- Commit to a personal development plan that supports your career growth.
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Job Requirements
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Skills, Experience and Competencies
- Knowledge of financial planning concepts: investments, tax, retirement, estate planning, risk management.
- Strong interpersonal and communication skills.
- Strong organizational and analytical skills.
- Experience with financial planning software (Conquest experience is an asset).
- A collaborative mindset and commitment to outstanding service.
Education and Qualification
- College or university degree.
- Pursuing QAFP or CFP designation or equivalent financial planning credentials.
Location(s): Â Canada : Ontario : TorontoÂ
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. Â
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.
About Scotiabank
Sourced by ZipRecruiter
Industry
Banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
New York, NY, US