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Financial Planning Associate Jobs in Ontario (NOW HIRING)

Optimize Financial Group

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Financial Services Associate

Toronto, ON · On-site

We offer personalized financial solutions covering financial planning, portfolio management, tax ... We are looking for a Financial Service Associate to join our team. This back-office role requires ...

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Financial Planning Associate information

See Ontario salary details

$31.5K

$54.2K

$81K

How much do financial planning associate jobs pay per year?

As of Sep 2, 2026, the average yearly pay for financial planning associate in Ontario is $54,160.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,500.00 and $60,000.00 per year, depending on experience, location, and employer.

What does a financial planning associate do?

A Financial Planning Associate supports financial advisors in creating and managing personalized financial plans for clients. They assist with data gathering, preparing financial projections, and conducting research on investment products and strategies. Their role also includes communicating with clients, maintaining records, and ensuring all regulatory requirements are met. This position is often an entry point for those aspiring to become certified financial planners in the future.

What are the key skills and qualifications needed to thrive as a financial planning associate, and why are they important?

To thrive as a Financial Planning Associate, you need strong analytical abilities, knowledge of financial products, and a bachelor's degree in finance or a related field. Familiarity with financial planning software such as eMoney Advisor or MoneyGuidePro and certifications like CFP coursework are typically expected. Excellent interpersonal skills, attention to detail, and clear communication help foster client trust and support collaboration within advisory teams. These skills are crucial for delivering accurate financial advice, building strong client relationships, and ensuring regulatory compliance.

How does a financial planning associate typically collaborate with senior advisors and clients?

As a Financial Planning Associate, you’ll work closely with senior advisors by assisting in the preparation of financial plans, conducting research, and gathering client information. You’ll often participate in client meetings, take notes, and help implement action items such as account openings, portfolio rebalancing, or document preparation. This collaborative environment provides valuable opportunities to learn directly from experienced professionals and build strong client relationships, which can be pivotal for advancement within the firm.

What is the difference between Financial Planning Associate vs Financial Advisor?

AspectFinancial Planning AssociateFinancial Advisor
CertificationsTypically requires a Series 7, Series 66, or CFP courseworkOften holds CFP certification, Series 7, Series 66, or other licenses
Work EnvironmentSupports financial advisors, works in financial firms or banksProvides personalized financial advice to clients, works independently or in firms
Primary ResponsibilitiesAssists in preparing financial plans, research, client supportCreates financial plans, recommends investments, manages client portfolios

Financial Planning Associates typically support Financial Advisors by handling research and client support, often requiring similar certifications. Financial Advisors directly serve clients with personalized financial strategies. While Associates focus on preparation and support, Advisors engage in client-facing advice and portfolio management.

Is a Financial Planning Associate an entry-level job?

A Financial Planning Associate is typically considered an entry-level position in the financial services industry. It often requires basic knowledge of financial concepts, strong communication skills, and may involve on-the-job training or certifications such as the CFP designation in the future.

What are the most commonly searched types of Financial Planning jobs in Ontario?

The most popular types of Financial Planning jobs in Ontario are:

What are popular job titles related to Financial Planning Associate jobs in Ontario?

For Financial Planning Associate jobs in Ontario, the most frequently searched job titles are:

What job categories do people searching Financial Planning Associate jobs in Ontario look for?

The top searched job categories for Financial Planning Associate jobs in Ontario are:

What cities in Ontario are hiring for Financial Planning Associate jobs?

Cities in Ontario with the most Financial Planning Associate job openings:

Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Ontario as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 20% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $54,160 per year, or $26 per hour.

ScotiaMcLeod Senior Financial Planning Associate - London

Scotiabank

London, ON

Full-time

Retirement

Re-posted 7 days ago

Job description

Requisition ID: 259478

ScotiaMcLeod, 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, family, business, and future. 
Our signature Enriched Thinking approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions. You'll be supported by an innovative, team-based environment that values integrity, client focus, and continuous growth.

At ScotiaMcLeod, you're not just building a career-you're joining a firm where ideas spark, collaboration thrives, and you're empowered to reach your full potential while making a real impact in your clients' lives.

BRIEF INTRODUCTION 

As a Senior Financial Planning Associate, you will support an Advisor in Total Wealth Planning by preparing and delivering financial plans to clients.

IS THIS ROLE RIGHT FOR YOU 

In the role you will: 

  • Support the financial planning needs of an Advisor's clients through the process of deep discovery and creation and delivery of a Total Wealth Plan
  • Support Advisor in implementation of Total Wealth Strategies in collaboration with Team of Specialists
  • Champion a client focused culture to deepen client relationships
  • Support Advisor in creating and delivering client seminars related to financial planning topics
  • Maintain financial planning professional practice standards while staying current on all financial planning related topics

DO YOU HAVE THE SKILLS 

We would love to work with you if you have: 

  • CFP or IQFP (QC only) designation and 2 years experience
  • Advanced understanding of financial planning software; ability to model complex strategies
  • Experience in Total Wealth Planning engagement from client discovery, plan preparation to presentation delivery
  • Strong interpersonal and verbal communication skills

WHAT'S IN IT FOR YOU 

  • Competitive Compensation and Benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan and favourable employee rates for employee banking 
  • The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers 
  • An organization committed to making a difference in our communities- for you and our clients 
  • An inclusive working environment that encourages creativity, curiosity and celebrates success 
  • Learning and Development - via Scotia Academy, a virtual learning experience to upskill and develop your skills at work or from your personal device  

#SWM #LI-Onsite #LI-HA1

Location(s):  Canada : Ontario : London (ON) 
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.  

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.

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