Wealth Management Associate Program: Unlock Your Potential

1 week ago


Calgary, Alberta, Canada Scotiabank Full time

About Scotiabank Wealth Management

Scotiabank is a leading provider of advice, products, digital experiences, and financial services in over 50 countries. Our team of high-performing professionals is dedicated to helping our customers achieve their financial goals.

Private Banking Associate Role

The Private Banking Associate role is designed for sales and entrepreneurial-minded individuals who are looking to build a career in credit-focused banking. As a Private Banking Associate, you will have the opportunity to develop core credit underwriting and relationship management skills.

Key Responsibilities

  • Build and maintain strong relationships with high-net worth clients
  • Provide personalized and attentive service to clients
  • Develop and implement strategic borrowing solutions for clients
  • Work collaboratively with the Private Banking team to achieve business objectives

Requirements

  • Completed undergraduate or master's degree by June 2025, or relevant work experience in building client relationships and providing financial advice
  • Ability to obtain a license to sell mutual funds (requirements will be determined on a case-by-case basis)
  • Strong sales and relationship-focused mindset
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and adapt to changing priorities

What We Offer

  • A comprehensive training program to develop your skills in Private Banking
  • 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
  • A compensation program with competitive salary, opportunities for annual performance incentives, and a flexible benefits program


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