Client Wealth Advisory Program
1 month ago
Requisition ID: 202556
Join a purpose-driven team that is committed to achieving results within an inclusive and high-performing culture.
Wealth Management Associate Program
Scotiabank stands as one of the largest financial institutions globally and is recognized as Canada's most international bank. Our success is driven by high-performing teammates who contribute significantly across the globe, providing exceptional advice, products, digital experiences, and financial services in over 50 countries. Together with our Digital Factories worldwide, we are dedicated to enhancing the financial well-being of over 25 million customers.
This is an environment where you will have the opportunity to learn and refine your skills while being acknowledged for your contributions. At Scotiabank, we are enthusiastic about bringing our authentic selves to work, fostering inclusive workplaces for everyone.
Is this program a fit for you? In this role, you will:
Now is an excellent time to join Scotiabank as a Wealth Management Associate. The Wealth Management Associate Program is a structured, salaried initiative designed to cultivate sales-oriented and entrepreneurial-minded individuals into Wealth Advisory roles. The program emphasizes establishing a solid foundation for success, focusing on developing essential financial planning skills and complementary client engagement techniques acquired through the wealth planning process.
Do you possess the skills and qualifications that will enable you to excel in this role? We would be delighted to collaborate with you if:
- You are completing an undergraduate or master's degree or have relevant experience and a passion for client relationships and financial guidance.
- You aspire to build a career in a Wealth Advisory capacity.
- You are a curious, competitive thinker who thrives in dynamic environments and enjoys collaborating with others.
- You have a sales-oriented and relationship-focused mindset.
- You excel in relationship management, capable of fostering strong collaborative connections with clients and internal/external partners.
- You can influence, persuade, and build consensus while effectively communicating both verbally and in writing.
- You demonstrate adaptability in response to constantly evolving circumstances.
- You possess self-awareness and actively seek feedback to identify growth opportunities.
- You have strong organizational and time management skills, with the ability to work independently.
- You exhibit problem-solving abilities paired with maturity, allowing you to adapt to various situations.
- You are ambitious, entrepreneurial-minded, and eager to advance your career.
- You are resilient, positive, and possess a high level of energy and perseverance.
- You are flexible and open to relocating within Canada.
What can you expect from this program?
- A comprehensive training curriculum leading to the Certified Financial Planning (CFP) Designation and a thorough understanding of Scotiabank's Wealth Advisory services and Total Wealth Planning approach.
- Opportunities within Wealth Advisory sectors to gain insights into how these areas contribute to an overall wealth strategy for clients.
- Placement in a Scotiabank Wealth Management office to collaborate with wealth teams, gaining relevant experience, training, and support to prepare for licensing requirements associated with transitioning into a Wealth Management Advisory role.
- Ongoing support throughout the program via various interactions with the Program Lead, Total Wealth Planning leaders, and your local Manager.
- A competitive compensation package, including salary, potential annual performance incentives, a flexible benefits program, and opportunities for continuing education.
How to apply?
Please complete all required steps below:
- Complete your PLUM Profile and save it as a screenshot.
- Participate in a brief one-way video interview.
- Submit your application, and when prompted for your resume, upload the screenshot of your PLUM Profile.
*To be considered for student opportunities at Scotiabank, Tangerine, and MD Financial, you must complete all three steps above.
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