Wealth Management Associate Program
5 months ago
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.
-
Associate (Wealth Management)
5 months ago
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 Optimize Wealth Management Full timeAbout Optimize Wealth ManagementOptimize Wealth Management is a premier wealth management company located in Toronto, Ontario. We provide personalized financial solutions and advice to our clients.Our approach is centered around understanding each client's unique financial goals and creating tailored strategies to achieve them. As a marketer at Optimize...
-
toronto, Canada Optimize Wealth Management Full timeCompany Description Optimize Wealth Management (Optimize Inc.), located in Toronto, ON, is a premier wealth management company that provides personalized financial solutions and advice to its clients. The company's financial services and solutions include financial planning, portfolio management, tax preparation, debt management, and estate planning....
-
toronto, Canada Optimize Wealth Management Full timeWe are looking for a Financial Service Associate to join our team. This back-office role requires strong administrative skills along with familiarity of all core aspects of wealth management and investment account types. We are looking for people who are driven, committed and who are passionate about what they do. You need to be extremely detail oriented and...
-
Wealth Management Support Associate
2 weeks ago
Toronto, Ontario, Canada CI Private Wealth Canada Full timeAt CI Private Wealth Canada, we specialize in managing the affairs of successful Canadian families. Our comprehensive suite of services extends beyond investment management to provide valuable advice that encompasses various aspects of our clients' lives.We offer customized solutions that include sophisticated financial planning and tax strategies, estate...
-
Administrative Wealth Manager
2 days ago
Toronto, Ontario, Canada Optimize Wealth Management Full timeWe are seeking a skilled Administrative Wealth Manager to join our team at Optimize Wealth Management.About the RoleThis back-office position requires strong administrative expertise alongside in-depth knowledge of core wealth management and investment account types.As a member of our Financial Services Team, your primary responsibilities will...
-
Optimize Wealth Management | Brewery Manager
3 days ago
toronto, Canada Optimize Wealth Management Full timeCompany Description Optimize Wealth Management (Optimize Inc.), located in Toronto, ON, is a premier wealth management company that provides personalized financial solutions and advice to its clients. The company's financial services and solutions include financial planning, portfolio management, tax preparation, debt management, and estate planning....
-
toronto, Canada Optimize Wealth Management Full timeWe are looking for a Financial Service Associate to join our team. This back-office role requires strong administrative skills along with familiarity of all core aspects of wealth management and investment account types. We are looking for people who are driven, committed and who are passionate about what they do. You need to be extremely detail oriented and...
-
Wealth Rotational Associate Program
4 months ago
Toronto, Canada TD Bank Full time**Role Type**: Undergraduate **Work Term**: **Work Location**: Canada **Hours**: 37.5 **Pay Details**: **Job Description: **Wealth Graduate Rotational Associate **TD **Bank **Group **Description**: TD is a great organization powered by great people who want to make a difference every day. Our over 9 0,000 employees world-wide are a big part of what makes...
-
Wealth Management Financial Services Specialist
4 weeks ago
Toronto, Ontario, Canada Optimize Wealth Management Full timeCompany OverviewOptimize Wealth Management is a premier wealth management company located in Toronto, ON. Our team provides personalized financial solutions and advice to clients.
-
Strategic Transition Coordinator
2 weeks ago
Toronto, Ontario, Canada Optimize Wealth Management Full timeWealth Management Career OpportunityOptimize Wealth Management, a leading financial services company in Toronto, ON, is seeking an experienced Strategic Transition Coordinator to join its team. This role offers a unique chance to leverage your expertise in wealth management and transition coordination to drive business growth.About Optimize Wealth...
-
toronto, Canada Optimize Wealth Management Full timeCompany DescriptionOptimize Wealth Management, located in Toronto, ON, is a premier wealth management company that provides personalized financial solutions and advice to its clients. The company's financial services and solutions include financial planning, portfolio management, tax preparation, debt management, and estate planning. Optimize Wealth...
-
Optimize Wealth Management | Brewmaster
3 days ago
toronto, Canada Optimize Wealth Management Full timeCompany DescriptionOptimize Wealth Management (Optimize Inc.), located in Toronto, ON, is a premier wealth management company that provides personalized financial solutions and advice to its clients. The company's financial services and solutions include financial planning, portfolio management, tax preparation, debt management, and estate planning. Optimize...
-
toronto, Canada Optimize Wealth Management Full timeCompany DescriptionOptimize Wealth Management, located in Toronto, ON, is a premier wealth management company that provides personalized financial solutions and advice to its clients. The company's financial services and solutions include financial planning, portfolio management, tax preparation, debt management, and estate planning. Optimize Wealth...
-
Optimize Wealth Management | Brewmaster
6 days ago
toronto, Canada Optimize Wealth Management Full timeCompany DescriptionOptimize Wealth Management (Optimize Inc.), located in Toronto, ON, is a premier wealth management company that provides personalized financial solutions and advice to its clients. The company's financial services and solutions include financial planning, portfolio management, tax preparation, debt management, and estate planning. Optimize...
-
Visual Content Creator
3 days ago
Toronto, Ontario, Canada Optimize Wealth Management Full timeCompany OverviewOptimize Wealth Management is a premier wealth management company in Toronto, ON, providing personalized financial solutions and advice to its clients.
-
toronto, Canada Optimize Wealth Management Full timeCompany DescriptionOptimize Wealth Management (Optimize Inc.), located in Toronto, ON, is a premier wealth management company that provides personalized financial solutions and advice to its clients. The company's financial services and solutions include financial planning, portfolio management, tax preparation, debt management, and estate planning. Optimize...
-
toronto, Canada Optimize Wealth Management Full timeCompany Description Optimize Wealth Management, located in Toronto, ON, is a premier wealth management company that provides personalized financial solutions and advice to its clients. The company's financial services and solutions include financial planning, portfolio management, tax preparation, debt management, and estate planning. Optimize Wealth...
-
Associate Wealth Planner
2 months ago
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...
-
Digital Media Specialist for Wealth Management
2 weeks ago
Toronto, Ontario, Canada Optimize Wealth Management Full timeWealth Management Video Production OpportunityOptimize Wealth Management, a premier wealth management company in Toronto, is seeking a skilled Digital Media Specialist to join our Marketing Team. As a key member of our team, you will play a crucial role in creating high-quality video content that showcases our brand's personality and values.The ideal...