Wealth Management Associate Program

3 months ago

Montréal QC, Canada Scotiabank Full time

Requisition ID: 204250

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 : Quebec : Montreal || Canada : Quebec : Quebec

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 Associate

    6 months ago

    Montréal, Canada Echelon Wealth Partners Full time

    **About Us**: Highgate Group is an investment dealer offering independent and integrated client advisory services to wealthy individuals and their families. With a commitment to excellence and personalized service, we provide comprehensive wealth management solutions tailored to meet the unique needs and goals of each client. Our team of experienced...

  • Associate Wealth Advisor

    3 months ago

    Montréal, QC, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the advisory team. Developing and implementing the team’s wealth management strategy for clients is the...

  • Bilingual Wealth Associate

    3 months ago

    Montréal, QC, Canada Sun Life Full time

    You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

  • Associate Wealth Advisor/ Conseiller Associé en

    3 months ago

    Montréal, QC, Canada Connor, Clark & Lunn Financial Group Full time

    **Associate Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Montreal, QC** Becoming an Associate Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers, and help clients achieve their unique financial goals...

  • Private Wealth Associate, Bilingual

    6 months ago

    Montréal, Canada CWB Financial Group Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by: - Putting people first and building relationships with intention- Seeking out and embracing new ideas- Believing that how we do things is as important as what we do Private Wealth Associate, Bilingual Location: Montreal,...

  • Wealth Associate

    6 months ago

    Montréal, Canada National Bank of Canada Full time

    A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show 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**: - Ensure...

  • Private Wealth Associate

    6 months ago

    Montréal, Canada National Bank of Canada Full time

    A career as a Wealth Associate at National Bank Private Banking 1859 is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help Private Wealth Advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: - Support the...

  • Wealth Manager

    2 weeks ago

    Montréal, QC, Canada Gestion de patrimoine Diligence - Patrimoine Manuvie Full time

    Manulife Wealth Management Inc. is seeking a Wealth Management Advisor for our offices in Montreal (Dorval) and Quebec City (Lebourgneuf). Job Description: Are you passionate about sales, business development, and finance? This opportunity is for you! We are expanding our team and looking for motivated, entrepreneurial-minded individuals. This position...

  • Associate Wealth Advisor/ Conseiller Associé en Gestion de Patrimoine

    7 days ago

    Montréal, Canada Connor, Clark & Lunn Financial Group Full time

    **Associate Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Montreal, QC** Becoming an Associate Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers, and help clients achieve their unique financial goals...

  • Wealth Associate

    6 months ago

    Montréal, Canada Canaccord Genuity Corp. Full time

    Who we are: Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships - we achieve this by generating value for our individual, institutional,...

  • Associate Financial Consultant, Md Wealth

    4 weeks ago

    Montréal, QC, Canada MD Financial Management Full time

    Requisition ID: 209005 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Associate Financial Consultant (AFC) assists MD’s physician clients and their families in achieving their personal financial goals. The AFC will work closely with a team of Advisors and Specialists to gain a broad...

  • Regional Sales Associate

    6 months ago

    Montréal, Canada Canada Life Assurance Company Full time

    **Job Description**: We are looking for a **Bilingual **Regional Sales** Associate.** Our organization is strong, and we’re getting stronger. Our Inside Sales team supports our industry leading Wealth businesses. On this team you will connect with some of the most entrepreneurial, spirited, energetic people who will help you become an expert in your...

  • Junior Wealth Management Advisor

    4 months ago

    Montréal, QC, Canada Gestion de patrimoine Diligence - Patrimoine Manuvie Full time

    Manulife Wealth Management Inc. is seeking a Wealth Management Advisor for our offices in Montreal (Dorval) and Quebec City (Lebourgneuf).Job Description:Are you passionate about sales, business development, and finance? This opportunity is for you! We are expanding our team and looking for motivated, entrepreneurial-minded individuals. This position is...

  • Wealth Tech Platform Specialist

    1 month ago

    Montréal, QC, Canada Sofistic.ai Full time

    **Job Title**: Wealth Tech Platform Specialist **Location**: Montreal **Job Type**: Full-time **Reports to**: Chief Revenue Officer **About Sofistic.AI**: At Sofistic.AI, we empower Wealth Advisors and Family Offices to drive financial success for their clients through cutting-edge technology solutions. Our platform leverages AI-driven insights to enhance...

  • Associate Portfolio Manager

    3 months ago

    Montréal, QC, Canada Franklin Templeton Investments Full time

    The Role FTCC is recruiting for a client focused Associate Portfolio Manager (“APM”) to join our private wealth team, which is responsible for the delivery of investment counseling services to Canadian investors and institutions. - Initiative and Accountability:_ The APM should proactively take on tasks to alleviate the Portfolio Manager's workload,...

  • Wealth Associate/adjoint ou Adjointe, Gestion de

    2 months ago

    Montréal, QC, Canada Fidelity Investments Full time

    Job Description This is a hybrid role with a mix of remote and in-office working - Current work authorization for Canada is required for all openings._ Who We Are At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services...

  • Assistant Wealth Management

    7 months ago

    Montréal, Canada National Bank of Canada Full time

    A career as a Wealth Management Assistant at National Bank, your ability to work in synergy with clients and colleagues will be showcased. 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**: - Ensure effective communication between...

  • Scotiamcleod - Wealth Management Intern/co-op

    3 months ago

    Montréal, QC, Canada Scotiabank Full time

    Requisition ID: 207456 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Term: Jan - April 2025 Application Deadline: 10/18/2024 There's no better way to kickstart your career than to do a co-op or internship with ScotiaMcLeod! As a cornerstone business with Scotia Wealth Management®, ScotiaMcLeod is...

  • Wealth Sales Representative

    3 months ago

    Montréal, QC, Canada Sun Life Full time

    You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

  • Scotiamcleod - Wealth Management Intern/co-op

    2 months ago

    Montréal, QC, Canada Scotiabank Full time

    Requisition ID: 207456 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Term: Jan - April 2025 Application Deadline: 10/18/2024 There's no better way to kickstart your career than to do a co-op or internship with ScotiaMcLeod! As a cornerstone business with Scotia Wealth Management®, ScotiaMcLeod is...