Wealth Management Associate Career Path

2 weeks ago

London, Ontario, Canada Scotiabank Full time

Requisition ID: 202429

Wealth Management Associate Program

Scotiabank is a leading provider of advice, products, digital experiences, and financial services in more than 50 countries. We are powered by high-performing teammates who make a real difference across the globe.

This is a place where you'll get to learn and develop your skills, while being recognized for your hard work. At Scotiabank, we're passionate about bringing our whole selves to work, allowing us to create inclusive work environments for everyone to enjoy.

Is this program right for you?

In this role, you will:

  • Develop sales and entrepreneurial skills in a wealth advisory role.
  • Gain exposure to Scotiabank's Wealth Advisory businesses and Total Wealth Planning approach.
  • Work with wealth teams to gain relevant and practical experience.
  • Develop core financial planning skills and complementary client discovery skills.

Do you have the skills and requirements that will enable you to succeed in this role?

We're looking for individuals who:

  • Are completing an undergrad or master's degree by June 2025, or have developed a passion for client relationships and financial advice.
  • Have a strong aspiration to build a career in a Wealth Advisory role.
  • Are curious, competitive, and critical thinkers who thrive in change and collaborating with others.
  • Have a sales and relationship-focused mindset.
  • Can demonstrate an ability to influence, persuade, and build consensus.
  • Have excellent self-awareness and seek feedback to leverage opportunities.
  • Have strong organization and time management skills, and the ability to work independently.

What's in it for you?

We offer 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.

How do I apply?

Please complete all three steps below:

  • Complete your PLUM Profile and save as a screenshot.
  • Complete a short one-way video interview.
  • Apply to the role and when the application asks for your resume, instead upload the screenshot of your PLUM Profile.

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