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Wealth Management Associate

3 months ago


Montreal, Quebec, Canada Scotiabank Full time

Overview: Become part of a results-oriented team dedicated to excellence in an inclusive and high-performing environment.

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 exceptional teammates who contribute significantly across the globe, providing expert advice, innovative products, digital solutions, and comprehensive financial services in over 50 countries. Together with our Digital Factories worldwide, we are committed to enhancing the financial well-being of over 25 million customers.

About Scotia Wealth Management: Our Private Banking division delivers tailored borrowing solutions and personalized banking services for high-net-worth individuals. Private Bankers are dedicated to offering the highest standard of personalized service, assisting clients in achieving their financial aspirations.

Program Details: The Wealth Management Associate Program is a structured 5-month paid initiative designed to cultivate sales-oriented and entrepreneurial individuals aspiring to a career in credit-focused banking. This program emphasizes the development of essential credit underwriting and relationship management competencies.

Candidate Profile: We invite applications from individuals who meet the following criteria:

  • Currently pursuing an undergraduate or master's degree, or possess relevant work experience in client relationship management and financial advisory.
  • Have completed coursework enabling registration with the appropriate provincial securities commission for mutual fund sales licensing.
  • Aspire to build a career as a personal banker.
  • Exhibit curiosity and critical thinking, thriving in dynamic environments and valuing collaboration.
  • Possess a sales-oriented mindset and relationship-building skills.
  • Demonstrate effective communication abilities, both verbal and written, along with the capacity to influence and build consensus.
  • Adaptable and capable of thriving in fast-paced settings.
  • Strong organizational and time management skills, with the ability to work both independently and as part of a team.
  • Value constructive feedback and actively seek self-improvement opportunities.

Benefits:

  • Comprehensive training program offering insights into Scotiabank's Private Banking and Wealth Advisory sectors.
  • Pathway to achieving Certified Financial Planning Certification.
  • Placement within a Scotiabank Wealth Management Private Banking office, gaining practical experience alongside a Private Banking team.
  • Training curriculum designed to prepare you for client-facing roles in Private Banking.
  • Ongoing support throughout the program, including interactions with the Program Lead, Wealth leaders, and local management.
  • Competitive compensation package, including salary, performance-based incentives, flexible benefits, and opportunities for continued education.

Application Process:

  • Complete your PLUM Profile here and save a screenshot.
  • Participate in a brief one-way video interview here.
  • Submit your application, ensuring to upload the screenshot of your PLUM Profile in place of your resume.

*To be eligible for student opportunities at Scotiabank, Tangerine, and MD Financial, all three steps above must be completed.

As part of our commitment to diversity, the successful candidate will be required to communicate effectively in both English and French to serve our diverse clientele.

At Scotiabank, we appreciate the unique skills and experiences each individual contributes to our organization and are dedicated to fostering an inclusive and accessible environment for all. If you require accommodations during the recruitment process, please inform our Recruitment team. All candidates must apply directly online to be considered for this position. We appreciate the interest of all applicants in a career with Scotiabank; however, only those selected for an interview will be contacted.