Wealth Management Professional Development Program

4 weeks ago


Vancouver, British Columbia, Canada Scotiabank Full time

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

  1. Complete your PLUM Profile and save as a screenshot
  2. Complete a short one-way video interview
  3. Apply to the role and upload the screenshot of your PLUM Profile


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