Wealth Management Associate Program

2 months 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.
What We Offer
  • A comprehensive training program that will lead you to the Certified Financial Planning (CFP) Designation/Institut québécois de planification financière (IQPF).
  • Opportunities for annual performance incentives based on performance thresholds.
  • A flexible benefits program and continuing education programs.
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 when prompted.

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