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Financial Planning Associate Jobs in Toronto, ON

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 ...

Td

Associate Planner - Bowmanville

Bowmanville, ON · On-site

CA$60K - CA$70K/yr

A genuine passion for financial planning and a drive to help clients realize their financial and life goals * An entrepreneurial mindset with experience in business development, networking, and high ...

NexHealth

Strategic Finance Associate

Toronto, ON · On-site

Our work spans financial planning, performance reporting, and the strategic analysis that helps ... About the Role As a Strategic Finance Associate, you will be a key contributor to how NexHealth ...

CIBC

Financial Planner II (CIRO-ID)

Brampton, ON · On-site

You must also have your Personal Financial Planner (PFP) designation or Certified Financial Planner (CFP) designation, or Qualified Associate Financial Planner (QAFP) designation. * You're a ...

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All JobsFinancial Planning Associate JobsFinancial Planning Associate Jobs in Toronto, ON

Financial Planning Associate information

See Toronto, ON salary details

$30.1K

$51.7K

$77.3K

How much do financial planning associate jobs pay per year?

As of Sep 1, 2026, the average yearly pay for financial planning associate in Toronto, ON is $51,687.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,559.00 and $57,260.00 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 Toronto, ON?

The most popular types of Financial Planning jobs in Toronto, ON are:

What are popular job titles related to Financial Planning Associate jobs in Toronto, ON?

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

What job categories do people searching Financial Planning Associate jobs in Toronto, ON look for?

The top searched job categories for Financial Planning Associate jobs in Toronto, ON are:

What cities near Toronto, ON are hiring for Financial Planning Associate jobs?

Cities near Toronto, ON with the most Financial Planning Associate job openings:

Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Toronto, ON as of August 2026, with employment types broken down into 86% Full Time, 12% Part Time, and 2% Contract. Highlights an 88% Physical, 5% Hybrid, and 7% Remote job distribution, with an average salary of $51,687 per year, or $24.8 per hour.

Total Wealth Planning Associate - Toronto, ON

Toronto, ON • On-site

Scotiabank
Banking and Credit Intermediation • 10K+ employees
Learn more about Scotiabankexternal

Full-time

Re-posted 12 days ago

Job description

Requisition ID: 254843 
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.

 

Key Accountabilities

 

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.

 

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.

 

Job Requirements

 

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):  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.  
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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