Wealth Management Associate Program

4 months ago

Vancouver, Canada Scotiabank Full time

Requisition ID: 202629

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 : British Columbia : Vancouver || Canada : British Columbia : Burnaby || Canada : British Columbia : Coquitlam || Canada : British Columbia : Langley || Canada : British Columbia : Surrey

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 Planning Associate

    6 months ago

    Vancouver, Canada Nicola Wealth Full time

    **Nicola Wealth Description**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships and investment products, 99% client retention rate and 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...

  • Wealth Planning Associate

    7 months ago

    Vancouver, 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,...

  • Wealth Management Associate

    3 months ago

    Vancouver, Canada Wellington-Altus Private Wealth Inc. Full time

    **Wealth Management Associate** **Location**:This in-office position will be based out of our Vancouver office. **Our organization**: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions...

  • Administrative Associate

    7 months ago

    Vancouver, Canada Nicola Wealth Full time

    **Nicola Wealth Description**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships, and investment products, 99% client retention rate and 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...

  • Administrative Associate

    6 months ago

    Vancouver, Canada Nicola Wealth Full time

    **Nicola Wealth Description**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships, and investment products, 99% client retention rate and 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...

  • Wealth Advisor

    7 months ago

    Vancouver, Canada Nicola Wealth Full time

    At Nicola Wealth, our clients deserve the best. The same goes for our people. By bringing together smart, dedicated, high calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaborative, creative, and entrepreneurial spirit on which we were founded provides the opportunity for our...

  • Wealth Advisor

    6 months ago

    Vancouver, Canada Nicola Wealth Full time

    At Nicola Wealth, our clients deserve the best. The same goes for our people. By bringing together smart, dedicated, high calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaborative, creative, and entrepreneurial spirit on which we were founded provides the opportunity for our...

  • Wealth Advisor

    7 months ago

    Vancouver, Canada Nicola Wealth Full time

    At Nicola Wealth, our clients deserve the best. The same goes for our people. By bringing together smart, dedicated, high calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaborative, creative, and entrepreneurial spirit on which we were founded provides the opportunity for our...

  • Wealth Advisor

    3 weeks ago

    Vancouver, 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...

  • Administrative Associate

    7 months ago

    Vancouver, Canada Nicola Wealth Full time

    **Nicola Wealth Description**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships, and investment products, 99% client retention rate and 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...

  • Compliance Associate, Temporary

    6 months ago

    Vancouver, Canada Aviso Wealth Full time

    **Aviso Wealth**: **The Opportunity**: We’re looking for a Compliance Associate to join our Compliance team for a 6 month contract. This role can be mostly remote, however we will on occasion require you to come onsite to our office at 1111 West Georgia St, Vancouver, BC. Reporting to the Director, Regulatory Dev, Policy & Investigations the Compliance...

  • Administrative Associate

    7 months ago

    Vancouver, Canada Nicola Wealth Full time

    Nicola Wealth Description We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships, and investment products, 99% client retention rate and 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...

  • Compliance Director

    3 weeks ago

    Vancouver, British Columbia, Canada ZLC WEALTH INC. Full time $100,000 - $120,000

    Job OverviewZLC WEALTH INC. is seeking a highly skilled Compliance Director to join our team.Key Responsibilities:Report directly to the President and lead all aspects of the Compliance Division, including automation, regulatory reviews, and technology advancements.Maintain compliance regulations by updating policies, reviewing marketing materials,...

  • Wealth Associate, Private Investment Counsel

    7 months ago

    Vancouver, Canada Scotiabank Full time

    Requisition ID: 183714 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose of Job**: The Wealth Associate role has been created as a means to develop client-focused talent in Private Investment Counsel. Wealth Associates will be supported in their development by working closely with Market Leads,...

  • Sales Associate

    7 months ago

    Vancouver, Canada Aviso Wealth Full time

    **Aviso Wealth**: **The Opportunity**: We’re looking for a Sales Associate to join our NEI Sales team. Your role will be required to regularly perform essential duties on behalf of the company from your assigned Aviso office. Your role is considered medium flexibility, requiring you to work onsite 1-3 days per week at our office at 1111 West Georgia St,...

  • Wealth Management Associate

    4 weeks ago

    Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    Royal Bank of Canada is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. Our collaborative, supportive culture enables success at every level and equips us to help our clients achieve their financial goals.We are seeking a resourceful, efficient and collaborative individual to join our leading wealth...

  • Insurance Planning Associate

    6 months ago

    Vancouver, 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...

  • Compliance Operations Director

    3 weeks ago

    Vancouver, British Columbia, Canada ZLC WEALTH INC. Full time $100,000 - $120,000

    ZLC Wealth Inc. is seeking a highly skilled Compliance Operations Director to lead our Wealth Management division. This is a challenging and rewarding opportunity for an experienced professional to join our team.**Job Summary:**The Compliance Operations Director will be responsible for overseeing all aspects of compliance, including regulatory requirements,...

  • Wealth Management Associate

    7 months ago

    Vancouver, Canada National Bank of Canada Full time

    A career as a Wealth Management 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 help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. **Your job**: - Support investment advisors...

  • Division Manager

    9 months ago

    Vancouver, Canada IG Wealth Management Full time

    **Lead, coach and grow your practice in an entrepreneurial environment where you define your success** **The Division Manager Opportunity** Inspire, motivate and build your practice! As Division Director with IG Wealth Management, you will work as part of the leadership team providing strategic direction for the region. In this role you will have the...