Wealth Management Associate Program: Unlock Your Potential
1 week ago
About Scotiabank
Scotiabank is a leading provider of financial services, with a strong presence in over 50 countries. We are committed to helping our customers achieve their financial goals through our expertise in wealth management, investment banking, and retail banking.
Our Wealth Management Associate Program
This 5-month program is designed to develop sales and entrepreneurial-minded individuals into a Wealth Advisory role. You will gain a comprehensive understanding of Scotiabank's Wealth Advisory businesses and Total Wealth Planning approach, as well as the skills and knowledge required to succeed in this field.
Key Responsibilities
- Develop core financial planning skills and complementary client discovery skills through the wealth planning process.
- Gain exposure to how our Wealth Advisory businesses apply to an overall wealth strategy for a client's life.
- 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.
Requirements
- 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.
- Excellent self-awareness and a willingness to seek feedback to leverage opportunities.
- Strong organization and time management skills, with the ability to work independently.
- Problem-solving skills, with maturity and adaptability in many situations.
- Ambition, entrepreneurial spirit, and a desire to grow your career.
- Resilience, positivity, and a high level of energy and perseverance.
- Flexibility and a willingness to relocate to another area of Canada.
What's in it for you?
- A comprehensive training program that will lead you to the Certified Financial Planning (CFP) Designation/Institut québécois de planification financière (IQPF) and provide you with a thorough understanding of Scotiabank's Wealth Advisory businesses and Total Wealth Planning approach.
- Opportunities within the Wealth Advisory businesses to gain exposure as 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.
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Vancouver, British Columbia, Canada Scotiabank Full timeAbout ScotiabankScotiabank is a leading financial institution with a strong presence in over 50 countries. We are committed to helping our customers achieve their financial goals through our comprehensive range of financial services and products.Job SummaryWe are seeking a highly motivated and ambitious individual to join our Wealth Management Associate...
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Vancouver, British Columbia, Canada Scotiabank Full timeAbout ScotiabankScotiabank is a leading financial institution with a strong presence in over 50 countries. We are committed to helping our customers achieve their financial goals through our comprehensive range of financial services and products.Job SummaryWe are seeking a highly motivated and ambitious individual to join our Wealth Management Associate...
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