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Wealth Management Associate Program
2 months ago
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.
- 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.
- 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.
- 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 when prompted.
