Wealth Management Development Program

4 weeks ago

Calgary, Alberta, Canada Scotiabank Full time

Requisition ID: 202560

At Scotiabank, we're passionate about bringing our whole selves to work, allowing us to create inclusive work environments for everyone to enjoy. We're committed to results in an inclusive and high-performing culture.

Wealth Management Associate Program - A 5-month salaried program aimed at developing sales and entrepreneurial-minded individuals into a Wealth Advisory role.

The 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.

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, as well as effectively communicate verbally and in writing.
  • Can adapt to constantly changing environments.
  • Have excellent self-awareness and seek feedback to leverage opportunities.
  • Have strong organization and time management skills, and the ability to work independently.
  • Have problem-solving skills and maturity, making you adaptable to many situations.
  • Are ambitious, entrepreneurial-minded, and want to grow your career.
  • Are resilient, positive, and possess a high level of energy and perseverance.
  • Are 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) 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.

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

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