Wealth Management Associate Program

4 weeks ago

Toronto, Ontario, Canada Scotiabank Full time
Unlock Your Potential in Wealth Management

Are you a driven and ambitious individual looking to build a career in wealth management? Scotiabank is seeking talented individuals to join our Wealth Management Associate Program, a comprehensive training program designed to develop sales and entrepreneurial-minded individuals into a wealth advisory role.

Program Overview

The Wealth Management Associate Program is a 5-month salaried program 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. You will gain exposure to Scotiabank's Wealth Advisory businesses and Total Wealth Planning approach, and have opportunities to work with wealth teams to gain relevant and practical experience.

Requirements
  • You're completing an undergrad or master's degree by June 2025, or you are an experienced worker and have developed a passion for client relationships and financial advice.
  • You have a strong aspiration to build a career in a wealth advisory role.
  • You're a curious, competitive critical thinker who thrives in change and collaborating with others.
  • You have a sales and relationship-focused mindset.
  • You have exceptional relationship management skills; the ability to build and maintain strong collaborative client and internal/external partner relationships.
  • You can demonstrate an ability to influence, persuade, and build consensus as well as the ability to effectively communicate, verbally and in writing.
  • You can demonstrate flexibility in adapting to constantly changing environments.
  • You possess excellent self-awareness and seek feedback to leverage opportunities.
  • You have strong organization and time management skills, and the ability to work independently.
  • You have the problem-solving skills to go with your maturity, making you adaptable to many situations.
  • You're ambitious, entrepreneurial-minded, and want to grow your career.
  • You're resilient, positive, and possess a high level of energy and perseverance.
  • You are flexible and are 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 to 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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