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Salaried Wealth Advisory Position
2 months ago
About Scotiabank
Scotiabank is a leading financial institution with a strong presence in over 50 countries. We are committed to delivering exceptional financial services and advice to our customers.
Our Culture
We value diversity, inclusion, and collaboration. Our team members are passionate about making a difference and are dedicated to helping our customers achieve their financial goals.
The Wealth Management Associate Program
This is a 5-month salaried program designed to develop sales and entrepreneurial-minded individuals into a Wealth Advisory role. The program focuses on building a foundation for success centered on developing core financial planning skills and complementary client discovery skills.
Key Responsibilities
- Develop and maintain strong relationships with clients to understand their financial needs and goals.
- Provide financial planning and advice to clients to help them achieve their financial objectives.
- Work with cross-functional teams to deliver comprehensive wealth management solutions to clients.
- Stay up-to-date with industry trends and developments to ensure that clients receive the best possible advice.
Requirements
- Completion of an undergraduate or master's degree by June 2025, or equivalent experience.
- Strong aspiration to build a career in a Wealth Advisory role.
- Curious, competitive, and critical thinking skills with the ability to thrive in a fast-paced environment.
- Sales and relationship-focused mindset with exceptional relationship management skills.
- Ability to influence, persuade, and build consensus, as well as effective communication and problem-solving skills.
- Flexibility to adapt to changing environments and a willingness to relocate to another area of Canada.
What We Offer
- A comprehensive training program that will lead to the Certified Financial Planning (CFP) Designation and provide a thorough understanding of Scotiabank's Wealth Advisory businesses and Total Wealth Planning approach.
- 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 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.
- 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 competitive salary, opportunities for annual performance incentives based on performance thresholds, a flexible benefits program, and continuing education programs.
