Wealth Management Professional Development Program
4 weeks ago
Wealth Management Associate Program Overview
Are you a sales and entrepreneurial-minded individual looking to develop your skills in wealth management? Scotiabank is seeking a Wealth Management Associate to join our team and contribute to our wealth advisory business. The Wealth Management Associate Program is a 5-month salaried program designed to develop core financial planning skills and complementary client discovery skills.
Key Responsibilities
- Develop sales and entrepreneurial skills in a wealth advisory business
- Build relationships with clients and internal/external partners
- Influence, persuade, and build consensus
- Effectively communicate verbally and in writing
Requirements
- Completed undergrad or master's degree by June 2025, or equivalent experience
- Strong aspiration to build a career in a wealth advisory role
- Curious and competitive critical thinker who thrives in change and collaboration
What's in it for you?
- Comprehensive training program leading to the Certified Financial Planning (CFP) Designation
- Opportunities to work with wealth teams and gain practical experience
- Ongoing support during the Program
How to Apply
- 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
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