Wealth Management Associate Program

3 weeks ago

Victoria, Canada Scotiabank Full time

Requisition ID: 181078

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

**Wealth Management Associate Program**

**June 2024**

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.

This is a place where you’ll get to learn and develop your skills, while being recognized for your hard work. At Scotiabank, we’re passionate about bringing our whole selves to work, allowing us to create inclusive work environments for everyone to enjoy. Say hello to a career at Scotiabank.

**Is this program right for you? In this role, you will**:
There has never been a better time to join Scotiabank as a Wealth Management Associate. The Wealth Management Associate Program is a 5 month salaried program aimed at developing sales and entrepreneurial-minded individuals into a Wealth Advisory role. The program is focused on building a foundation for success centered on developing core financial planning skills and complementary client discovery skills attained through the wealth planning process.

**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 an undergrad or master’s degree by June 2024, or you have graduated within the last 1-2 years and have developed a passion for client relationships and financial advice.
- You have a strong aspiration to build a career in a Wealth Advisory role.
- You’re a curious, competitive critical thinker who thrives in change and collaborating with others.
- You have a sales and relationship focused mindset.
- You have exceptional relationship management skills; the ability to build and maintain strong collaborative client and internal/ external partner relationships.
- You can demonstrate an ability to influence, persuade and build consensus as well as the ability to effectively communicate, verbally and in writing.
- You can demonstrate flexibility in adapting to constantly changing environments.
- You possess excellent self-awareness and seek feedback to leverage opportunities.
- You have strong organization and time management skills, and the ability to work independently.
- You have the problem-solving skills to go with your maturity, making you adaptable to many situations.
- You're ambitious, entrepreneurial-minded and want to grow your career.
- You’re resilient, positive and possess a high level of energy and perseverance.
- You are flexible and are willing to relocate to another area of Canada.

**What’s in it for you?**
- A comprehensive training program that will lead you to the Certified Financial Planning Certification and provide you with a thorough understanding of Scotiabank’s Wealth Advisory businesses and Total Wealth Planning approach.
- Placement in a Scotiabank Wealth Management office to work with wealth teams to gain relevant and practical experience, complementary training, and support to help prepare you to attain licensing requirements associated with transitioning into a Wealth Management Advisory role.
- Ongoing support during the program through various touch points with the Program Lead, Total Wealth Planning 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 : Newfoundland and Labrador : Victoria Cb || Canada : Newfoundland and Labrador : Victoria Cove || Canada : Nova Scotia : Halifax || Canada : Ontario : Mississauga || Canada : Ontario : Waterloo

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.

  • Wealth Management Associate Program

    2 weeks ago

    Victoria, British Columbia, Canada Scotiabank Full time

    Requisition ID: 181078Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Wealth Management Associate ProgramJune 2024Scotiabank 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...

  • Administrative Associate

    4 weeks ago

    Victoria, 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,...

  • Investment Associate

    1 week ago

    Victoria, Canada TPC Wealth Management Ltd. Full time

    **Title: Investment Associate** **Company Overview**: TPC Wealth is an independent investment management firm that provides portfolio management services to clients who work with our parent company TPC Financial Group. Our primary focus is serving healthcare & dental professionals through all stages of their careers and retirement with our investment...

  • Advisor, IG Wealth Management, Corporate Channel

    4 weeks ago

    Victoria, Canada IG Wealth Management Full time

    Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) – English (Vancouver Island) Advisor, IG Wealth Management, Corporate Channel Referral level: Level 1 We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are...

  • Wealth Associate

    2 weeks ago

    Victoria, Canada National Bank of Canada Full time

    A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will work closely with investment advisors to ensure exceptional customer service and smooth branch operations. **Your job**: - Analyze clients’ accounts to recommend business opportunities adapted...

  • Wealth Associate

    2 weeks ago

    Victoria, British Columbia, Canada National Bank of Canada Full time

    A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will work closely with investment advisors to ensure exceptional customer service and smooth branch operations.Your job: Analyze clients' accounts to recommend business opportunities adapted to their...

  • Wealth Management Associate

    3 weeks ago

    Victoria, Canada National Bank of Canada Full time

    **Primary Locations**:Victoria, British Columbia**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management Partner to help us improve...

  • Advisor& & Corporate Channel (Mutual fund licensed) – English (Vancouver Island)

    2 weeks ago

    Victoria, British Columbia, Canada IG Wealth Management Full time

    Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) – English (Vancouver Island)Advisor, IG Wealth Management, Corporate ChannelReferral level: Level 1 We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by...

  • Program Manager

    2 months ago

    Victoria, Canada Local Government Management Association of BC Full time

    **Local Government Management Association**: **Program Manager**: JOIN OUR TEAM TO SUPPORT LEADERSHIP EXCELLENCE IN BC LOCAL GOVERNMENT! Ours is a passionate, tight-knit, service-oriented team. Together we provide leading professional development and member services - all the while brainstorming, high-fiving, laughing a lot, and often sharing meals...

  • Program Manager

    4 weeks ago

    Victoria, Canada Local Government Management Association of BC Full time

    **Local Government Management Association**: **Program Manager**: **JOIN OUR TEAM TO SUPPORT LEADERSHIP EXCELLENCE IN BC LOCAL GOVERNMENT!** Ours is a passionate, tight-knit, service-oriented team. Together we provide leading professional development and member services - all the while brainstorming, high-fiving, laughing a lot, and often sharing meals...

  • Program Manager

    2 weeks ago

    Victoria, British Columbia, Canada Local Government Management Association of BC Full time

    Local Government Management Association:Program Manager:JOIN OUR TEAM TO SUPPORT LEADERSHIP EXCELLENCE IN BC LOCAL GOVERNMENTOurs is a passionate, tight-knit, service-oriented team. Together we provide leading professional development and member services - all the while brainstorming, high-fiving, laughing a lot, and often sharing meals together If you value...

  • Wealth Services Assistant

    3 weeks ago

    Victoria, Canada Island Savings, a division of First West Credit Union Full time

    We are currently seeking a Wealth Services Assistant to join our Island Savings team at our Mayfair branch. The Wealth Services Assistant provides administrative and marketing support to assigned Senior Wealth Advisors and responds to routine member/client inquiries. Responsibilities include: assisting in the preparation of client meetings, transaction...

  • Associate Portfolio Manager

    4 weeks ago

    Victoria, Canada Burkett Asset Management Full time

    **Location** Burkett Asset Management Limited Suite 222, 3561 Shelbourne Street Victoria, BC, V8P 4G8 Canada Burkett Asset Management is a fast-growing independent investment management firm based in Victoria, British Columbia managing more than 200 million dollars on behalf of institutions, other advisors, and high net-worth clients across a number of...

  • Administrative Assistant Wealth Management

    4 weeks ago

    Victoria, Canada Royal Bank of Canada Full time

    **Job Summary** RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals. **What is the opportunity?**: By providing ongoing,...

  • Associate Portfolio Manager

    4 weeks ago

    Victoria, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Scotiamcleod - Wealth Management Internship/co-op

    3 weeks ago

    Victoria, Canada Scotiabank Full time

    Requisition ID: 200675 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Scotiamcleod - Wealth Management Internship/co-op

    3 weeks ago

    Victoria, Canada Scotiabank Full time

    Requisition ID: 193786 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Administrative Coordinator

    1 week ago

    Victoria, Canada MD Financial Management Full time

    Requisition ID: 181960 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Regional Coordinator to join our team. The Regional Coordinator is responsible for the...

  • Office Coordinator

    3 weeks ago

    Victoria, Canada MD Financial Management Full time

    Requisition ID: 197626 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Office Coordinator to join our team in **Victoria.** The Office Coordinator is responsible...

  • Pic Associate Portfolio Manager

    3 weeks ago

    Victoria, Canada TD Bank Full time

    **Work Location**: Victoria, British Columbia, Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: 65,600.00 - 98,400.00 CAD This role is responsible for building and managing a small book of high net worth clients - relationships that are managed on a discretionary basis. An Associate Portfolio Manager may work singly or as part of a...