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Wealth Management Associate Program

2 months ago


Toronto, Ontario, Canada Scotiabank Full time
Wealth Management Associate Program

Scotiabank is seeking highly motivated and sales-driven individuals to join our Wealth Management Associate Program. This 5-month salaried program is designed to develop sales and entrepreneurial-minded individuals into a Wealth Advisory role.

Key Responsibilities:
  • Develop core financial planning skills and complementary client discovery skills through the wealth planning process.
  • Build strong client relationships and provide financial advice to clients.
  • Influence and persuade clients to achieve their financial goals.
  • Adapt to changing environments and seek feedback to improve performance.
  • Develop strong organization and time management skills to manage multiple clients and projects.
  • Problem-solve and adapt to complex situations in a wealth advisory role.
What We Offer:
  • A comprehensive training program that leads to the Certified Financial Planning (CFP) Designation.
  • Opportunities to gain exposure to Scotiabank's Wealth Advisory businesses and Total Wealth Planning approach.
  • Placement in a Scotiabank Wealth Management office to work with wealth teams and gain practical experience.
  • Ongoing support and mentorship from experienced wealth advisors.
  • A competitive compensation package with opportunities for annual performance incentives.
Requirements:
  • Completing an undergrad or master's degree by June 2025, or an experienced worker with a passion for client relationships and financial advice.
  • A strong aspiration to build a career in a Wealth Advisory role.
  • A curious, competitive, and critical thinker who thrives in change and collaborating with others.
  • A sales and relationship-focused mindset.
  • Exceptional relationship management skills and the ability to build and maintain strong client relationships.
  • The ability to influence, persuade, and build consensus with clients.
  • Flexibility to adapt to changing environments and relocate to another area of Canada.