Wealth Management Development Program

3 weeks ago

London, Ontario, Canada Scotiabank Full time

Requisition ID: 202429

At Scotiabank, we're passionate about bringing our whole selves to work, allowing us to create inclusive work environments for everyone to enjoy. Our Wealth Management Associate Program is a 5-month salaried program aimed at developing sales and entrepreneurial-minded individuals into a Wealth Advisory role.

This program is focused on building a foundation for success centered on developing core financial planning skills and complementary client discovery skills attained through the wealth planning process.

As a participant in this program, you will have the opportunity to gain exposure to Scotiabank's Wealth Advisory businesses and Total Wealth Planning approach. You will also receive comprehensive training that will lead you to the Certified Financial Planning (CFP) Designation/Institut québécois de planification financière (IQPF).

During the program, you will be placed 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.

Key responsibilities of this role include:

  • Developing sales and entrepreneurial-minded individuals into a Wealth Advisory role
  • Building a foundation for success centered on developing core financial planning skills and complementary client discovery skills
  • Gaining exposure to Scotiabank's Wealth Advisory businesses and Total Wealth Planning approach
  • Receiving comprehensive training that will lead to the Certified Financial Planning (CFP) Designation/Institut québécois de planification financière (IQPF)

Requirements for this role include:

  • Completing an undergrad or master's degree by June 2025, or being an experienced worker with a passion for client relationships and financial advice
  • Having a strong aspiration to build a career in a Wealth Advisory role
  • Being a curious, competitive critical thinker who thrives in change and collaborating with others
  • Having a sales and relationship-focused mindset
  • Having exceptional relationship management skills, including the ability to build and maintain strong collaborative client and internal/external partner relationships
  • Being able to demonstrate an ability to influence, persuade, and build consensus, as well as effectively communicate verbally and in writing
  • Being flexible in adapting to constantly changing environments
  • Having excellent self-awareness and seeking feedback to leverage opportunities
  • Having strong organization and time management skills, and the ability to work independently
  • Having the problem-solving skills to go with maturity, making you adaptable to many situations
  • Being ambitious, entrepreneurial-minded, and wanting to grow your career
  • Being resilient, positive, and possessing a high level of energy and perseverance
  • Being flexible and willing 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)
  • 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

To be considered for student opportunities at Scotiabank, Tangerine, and MD Financial, you must complete all three steps above.

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