Wealth Management Associate Program

2 weeks ago


Toronto, Canada Scotiabank Full time

Requisition ID: 202624

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

**Wealth Management Associate Program - June 2025**

**Private Banking Associate**

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 difference across the globe as a leading provider of advice, products, digital experiences, and financial services in more than 50 countries. Together with our Digital Factories around the world, we are dedicated to helping over 25 million customers become better-off.

Scotia Wealth Management Private Banking offers strategic borrowing solutions and customized personal banking support for high-net worth clients. Private Bankers provide the highest level of personalized and attentive service, helping clients meet their financial goals.

**Is this program right for you? In this role, you will**:
The Wealth Management Associate Program is a 5-month salaried program. The Private Banking Associate role is aimed at developing sales and entrepreneurial-minded individuals who are looking for a career in credit-focused Banking. The program focuses on building core credit underwriting and relationship management skills.

**Do you have the skills and requirements that will enable you to succeed in this role? - We’d love to work with you if**:

- You're completing a undergraduate or master’s degree by June 2025, or you have work experience in building client relationships and providing financial advice.
- You have completed a course of study that will enable registration with the appropriate provincial securities commission to obtain a license to sell mutual funds (_requirement to obtain license will be determined on a case-by-case basis and will be dependent on business need in the Region of hire_).
- You aspire to build a career as a personal Banker.
- You’re a curious, critical thinker who thrives in a fast-paced environment and enjoys collaborating with others.
- You have a sales and relationship focused mindset.
- You can demonstrate an ability to influence, persuade and build consensus as well as the ability to effectively communicate, verbally and in writing.
- You’re flexible and thrive fast paced environments.
- You have strong organization and time management skills and enjoy working in both team and independent settings.
- You value feedback and actively seek out opportunities for self-development.

**What’s in it for you?**
- A comprehensive training program that provides opportunities for you to gain a thorough understanding of Scotiabank’s Private Banking and Wealth Advisory businesses.
- A path to completing the Certified Financial Planning Certification.
- Placement in a Scotiabank Wealth Management Private Banking office and the opportunity to work with a Private Banking team to gain relevant and practical experience.
- A training curriculum to support you in preparing for a client-facing role in Private Banking.
- Ongoing support during the program through various touch points with the Program Lead, Wealth leaders, and your local Manager.
- A compensation program with competitive salary, opportunities for annual performance incentives based on performance thresholds, a flexible benefits program and continuing education programs.

**How do I apply?**

**Please complete all three steps below**:

- Complete your PLUM Profile **here** and save as a screenshot.
- Complete a short one-way video interview **here**.**:

- To be considered for student opportunities at Scotiabank, Tangerine, and MD Financial you must complete _**_all three_**_ steps above._

Location(s): Canada : Ontario : Toronto || Canada : Ontario : Markham || Canada : Ontario : Mississauga || Canada : Ontario : North York

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.



  • Toronto, Ontario, Canada Nicola Wealth Management Ltd. Full time

    We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top Employers,...


  • Toronto, Canada Nicola Wealth Full time

    We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds, and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top Employers,...


  • Toronto, Canada CI Private Wealth Full time

    **Job Title**:Associate (Wealth Management) **Company**:_**An independently owned advisory team of CI Private Wealth**_ **Branch location**:15 York Street, Toronto ON **Standard Hour of **40 hours work per week (hybrid role) **JOB POSTING** Our team is growing! CI Private Wealth (CIPW), a division of CI Private Counsel LP, specializes in managing the...


  • Toronto, Ontario, Canada Nicola Wealth Management Ltd. Full time

    Nicola Wealth Management Ltd. offers a unique opportunity to join a team of experienced professionals who share a passion for delivering exceptional wealth management services.Our company has established itself as a national leader in wealth management, driven by our sophisticated financial planning approach and diversified private investment funds with...


  • Toronto, Ontario, Canada Nicola Wealth Management Ltd. Full time

    About Us: Nicola Wealth is a leading provider of wealth management services in Canada. Our team of experts is dedicated to helping individuals and families achieve their financial goals.Your Role: As a Wealth Planning Associate, you will play a key role in supporting our Wealth Advisors to deliver exceptional client service. Your primary responsibility will...


  • Toronto, Ontario, Canada IG Wealth Management Full time

    As an Operations Associate at Shoemaker Plaxton Group Private Wealth Management, you will play a pivotal role in providing administrative support to the growing client base. Leveraging your previous experience in the industry, you will be responsible for accurately entering and processing client trades, inputting client information into financial planning...


  • Toronto, Ontario, Canada Optimize Wealth Management Full time $120,000

    About Optimize Wealth Management: As a fast-growing financial services firm based in Toronto, we are committed to providing innovative investment solutions and exceptional client service. Our team is passionate about helping clients achieve their financial goals through personalized wealth management strategies.Job Role: We are seeking a highly skilled...


  • Toronto, Ontario, Canada Optimize Wealth Management Full time $120,000

    About Us">Optimize Wealth Management is a leading financial services firm based in Toronto, dedicated to providing personalized wealth management solutions to our clients.">Job Summary">We are seeking an experienced Portfolio Manager to join our team, responsible for managing discretionary or managed accounts, and providing exceptional client service.">Key...


  • Toronto, Canada Scotiabank Full time

    Requisition ID: 202556 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...


  • Toronto, Ontario, Canada Cardinal Point Wealth Management, ULC Full time

    Senior Wealth ManagerWe are currently seeking a Senior Wealth Manager to join our team at Cardinal Point Wealth Management, ULC. In this role, you will be responsible for providing exceptional wealth management services to our clients across Canada and the United States.Your key responsibilities will include:Portfolio Management: Managing client portfolios...


  • Toronto, Ontario, Canada IG Wealth Management Full time

    Job Summary">This is an exciting opportunity for a highly motivated and experienced financial planner to join our Corporate Channel team as an Advisor, IG Wealth Management. As a key member of our team, you will be responsible for providing proactive and outstanding planning and advice to clients, leveraging the IG Living Plan.


  • Toronto, Canada Richardson Wealth Ltd Full time

    **About Us**: As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase - a multi-year transformational journey to enhance our...


  • Toronto, Ontario, Canada Optimize Wealth Management Full time

    About UsWe are Optimize Wealth Management, a rapidly growing and dynamic company located in the downtown financial district. Our mission is to provide exceptional financial solutions and advice to our clients. As a Project Manager, you will play a key role in driving our growth and success.Your RoleYou will be responsible for managing projects that enhance...


  • Toronto, Ontario, Canada Cardinal Point Wealth Management, ULC Full time

    Wealth Manager and Investment AdvisorWe are seeking a talented Wealth Manager and Investment Advisor to join our team at Cardinal Point Wealth Management, ULC. In this role, you will be responsible for providing exceptional wealth management services to our clients across Canada and the United States.Your key responsibilities will include:Investment...


  • Toronto, Canada Nicola Wealth Full time

    **About Nicola Wealth**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...


  • Toronto, Ontario, Canada Nicola Wealth Management Ltd. Full time

    We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top Employers,...


  • Toronto, Ontario, Canada Nicola Wealth Management Ltd. Full time

    We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top Employers,...


  • Toronto, Ontario, Canada Nicola Wealth Management Ltd. Full time

    Company OverviewNicola Wealth Management Ltd. is a leading provider of wealth management services, recognized for its sophisticated financial planning, diversified investment funds, and exceptional performance.We take pride in our 99% client retention rate and award-winning culture, which positions us as a national leader in wealth management.


  • Toronto, Ontario, Canada Nicola Wealth Management Ltd. Full time

    A Message from UsWe are committed to upholding our firm's values through this phase of significant growth and recognizing excellence in our people and processes. We are passionate about delivering extraordinary client service in a values-driven work environment.About This OpportunityAs a Wealth Advisor at Nicola Wealth Management Ltd., you will have the...


  • Toronto, Ontario, Canada Cardinal Point Wealth Management, ULC Full time

    Private Wealth Manager and Portfolio ManagerAt Cardinal Point, we provide exceptional wealth management services to our clients across Canada and the United States. With a strong reputation for innovation and client-focused solutions, we strive to create long-term value through strategic investment and financial planning strategies. We are currently seeking...