Wealth Management Development Program

2 weeks ago

Moncton, New Brunswick, Canada Scotiabank Full time

About Scotiabank

Scotiabank is a leading financial institution with a strong presence in over 50 countries. We are committed to delivering exceptional financial services and advice to our customers.

Our Culture

We value diversity, inclusion, and collaboration. Our team members are passionate about making a difference and are dedicated to helping our customers achieve their financial goals.

The Wealth Management Associate Program

This is a 5-month salaried program designed to develop sales and entrepreneurial-minded individuals into a Wealth Advisory role. The program focuses on building a foundation for success centered on developing core financial planning skills and complementary client discovery skills.

Key Responsibilities

  • Develop and maintain strong relationships with clients to understand their financial needs and goals.
  • Provide financial planning and advice to clients to help them achieve their financial objectives.
  • Work collaboratively with cross-functional teams to deliver exceptional client experiences.
  • Stay up-to-date with industry trends and developments to provide expert advice to clients.

Requirements

  • Completion of an undergraduate or master's degree by June 2025, or equivalent experience.
  • Strong aspiration to build a career in a Wealth Advisory role.
  • Curious, competitive, and critical thinking skills with the ability to thrive in a fast-paced environment.
  • Excellent relationship management and communication skills.
  • Ability to influence, persuade, and build consensus with clients and internal stakeholders.
  • Flexibility to adapt to changing environments and priorities.
  • Strong self-awareness and ability to seek feedback to leverage opportunities.
  • Excellent organization and time management skills.
  • Ability to work independently and as part of a team.

What We Offer

  • A comprehensive training program to develop your skills and knowledge in financial planning and wealth management.
  • Opportunities to work with experienced professionals and gain exposure to various aspects of wealth management.
  • A competitive compensation package with opportunities for annual performance incentives.
  • A flexible benefits program and continuing education opportunities.

How to Apply

Please complete the following steps:

  • Complete your PLUM Profile and save as a screenshot.
  • Complete a short one-way video interview.
  • Apply to the role and upload the screenshot of your PLUM Profile as your resume.

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