Wealth Management Associate Program

1 month ago

Montreal, Quebec, Canada Scotiabank Full time
Unlock Your Potential in Wealth Management

Scotiabank is seeking ambitious and entrepreneurial-minded individuals to join our Wealth Management Associate Program. This 5-month salaried program is designed to develop sales and relationship-focused skills, with a focus on building a foundation for success in a Wealth Advisory role.

Key Responsibilities:
  • Develop core financial planning skills and complementary client discovery skills through the wealth planning process.
  • 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.
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.
  • A sales and relationship-focused mindset.
  • Exceptional relationship management skills, with the ability to build and maintain strong collaborative client and internal/external partner relationships.
  • The ability to influence, persuade, and build consensus, as well as effectively communicate verbally and in writing.
  • Flexibility in adapting to constantly changing environments.
  • Strong organization and time management skills, with the ability to work independently.
  • Problem-solving skills, with maturity and adaptability in various situations.
  • Ambition, entrepreneurial spirit, and a desire to grow your career.
  • Resilience, positivity, and a high level of energy and perseverance.
  • Flexibility to relocate to another area of Canada.
What's in it for you?
  • A comprehensive training program leading to the Certified Financial Planning (CFP) Designation/Institut québécois de planification financière (IQPF).
  • Opportunities within the Wealth Advisory businesses to gain exposure to how these areas apply to an overall wealth strategy for a client's life.
  • Placement in a Scotiabank Wealth Management office to work with wealth teams, gain relevant and practical experience, and support to help prepare you to attain licensing requirements.
  • Ongoing support during the Program through various touch points with the Program Lead, Total Wealth Planning leaders, and your local Manager.
  • A compensation program with a competitive salary, opportunities for annual performance incentives based on performance thresholds, a flexible benefits program, and continuing education programs.
How to Apply:
  1. Complete your PLUM Profile and save as a screenshot.
  2. Complete a short one-way video interview.
  3. Apply to the role and upload the screenshot of your PLUM Profile when prompted.

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