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Wealth Management Associate Program

2 months ago

Vancouver, British Columbia, Canada Scotiabank Full time
Unlock Your Potential in Wealth Management

Are you a driven and ambitious individual looking to build a career in wealth management? Scotiabank is seeking talented individuals to join our Wealth Management Associate Program, a comprehensive training program designed to develop sales and entrepreneurial-minded individuals into a wealth advisory role.

Program Overview

The Wealth Management Associate Program is a 5-month salaried program that focuses on building a foundation for success centered on developing core financial planning skills and complementary client discovery skills attained through the wealth planning process.

Key Responsibilities
  • Develop sales and entrepreneurial skills to succeed in a wealth advisory role
  • Build strong relationships with clients and internal/external partners
  • Develop problem-solving skills to adapt to changing environments
  • Work independently and as part of a team to achieve goals
  • Participate in ongoing training and development to enhance skills and knowledge
What We Offer
  • A comprehensive training program leading to the Certified Financial Planning (CFP) Designation/IQPF
  • 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
  • Ongoing support and mentorship throughout the program
  • A competitive compensation package with opportunities for annual performance incentives
How to Apply

To be considered for this opportunity, 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