Wealth Management Associate Program: Unlock Your Potential

1 week ago


Vancouver, British Columbia, Canada Scotiabank Full time
About the Role

As a Private Banking Associate at Scotiabank, you will have the opportunity to develop your skills in credit-focused banking and work with high-net worth clients to help them meet their financial goals.

Key Responsibilities
  • Develop and maintain relationships with clients to understand their financial needs and provide personalized banking solutions.
  • Conduct credit underwriting and risk assessments to ensure the integrity of the bank's lending portfolio.
  • Collaborate with cross-functional teams to provide comprehensive financial solutions to clients.
  • Stay up-to-date with industry trends and regulatory requirements to ensure compliance and best practices.
Requirements
  • Completed undergraduate or master's degree by June 2025, or relevant work experience in building client relationships and providing financial advice.
  • Completed a course of study that enables registration with the appropriate provincial securities commission to obtain a license to sell mutual funds.
  • Strong sales and relationship-focused mindset, with excellent communication and interpersonal skills.
  • Ability to influence, persuade, and build consensus, with strong organizational and time management skills.
  • Flexibility to work in a fast-paced environment and adapt to changing priorities.
What We Offer
  • A comprehensive training program to develop your skills in private banking and wealth management.
  • A path to completing the Certified Financial Planning Certification.
  • Placement in a Scotiabank Wealth Management Private Banking office and the opportunity to work with a Private Banking team.
  • A training curriculum to support you in preparing for a client-facing role in Private Banking.
  • Ongoing support during the program through various touch points with the Program Lead, Wealth leaders, and your local Manager.
  • A compensation program with competitive salary, opportunities for annual performance incentives, a flexible benefits program, and continuing education programs.


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