Wealth Management Associate Program
6 days ago
Scotiabank is a leading provider of advice, products, digital experiences, and financial services in over 50 countries. We're passionate about bringing our whole selves to work, creating inclusive environments for everyone to thrive.
About the RoleThis is a 5-month salaried program aimed at developing sales and entrepreneurial-minded individuals into a Wealth Advisory role. You'll gain a thorough understanding of Scotiabank's Wealth Advisory businesses and Total Wealth Planning approach.
Key Responsibilities- Develop core financial planning skills and complementary client discovery skills through the wealth planning process.
- Build and maintain strong collaborative client and internal/external partner relationships.
- Influence, persuade, and build consensus as well as effectively communicate verbally and in writing.
- Adapt to constantly changing environments and demonstrate flexibility in relocation to another area of Canada.
- A comprehensive training program leading to the Certified Financial Planning (CFP) Designation/IQPF.
- Opportunities within the Wealth Advisory businesses to gain exposure to an overall wealth strategy for a client's life.
- Placement in a Scotiabank Wealth Management office to work with wealth teams and gain relevant experience.
- Ongoing support during the Program through various touch points with the Program Lead and Total Wealth Planning leaders.
- A compensation program with competitive salary, annual performance incentives, flexible benefits, and continuing education programs.
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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