Wealth Management Associate Program

1 week ago

Calgary, Canada Scotiabank Full time

Requisition ID: 202633

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 : Alberta : Calgary || Canada : Alberta : Edmonton

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.

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