Wealth Management Associate Program

3 weeks ago

London, Ontario, 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 relationship-focused skills to build strong client relationships and provide financial advice.
  • Gain exposure to Scotiabank's Wealth Advisory businesses and Total Wealth Planning approach.
  • Work with wealth teams to gain relevant and practical experience, complementary training, and support to help prepare you to attain licensing requirements associated with transitioning into a Wealth Management Advisory role.
  • Participate in ongoing support and development opportunities to ensure success in the program.
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 critical thinker who thrives in change and collaborating with others.
  • Exceptional relationship management skills, with the ability to build and maintain strong collaborative client and internal/external partner relationships.
  • Flexibility in adapting to constantly changing environments.
  • Strong organization and time management skills, with the ability to work independently.
What's in it for you?
  • A comprehensive training program that will lead you to the Certified Financial Planning (CFP) Designation/Institut québécois de planification financière (IQPF) and provide you with a thorough understanding of Scotiabank's Wealth Advisory businesses and Total Wealth Planning approach.
  • Opportunities within the Wealth Advisory businesses to gain exposure as to how these areas apply to an overall wealth strategy for a client's life.
  • A compensation program with competitive salary, opportunities for annual performance incentives based on performance thresholds, a flexible benefits program, and continuing education programs.
How to Apply

Please complete all three steps below:

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

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