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Wealth Management Associate Program

2 months ago

Montreal, Quebec, Canada Scotiabank Full time
Unlock Your Potential in Wealth Management

Scotiabank is seeking ambitious and entrepreneurial-minded individuals to join our Wealth Management Associate Program. This 5-month salaried program is designed to develop sales and relationship-focused skills, with a focus on building a foundation for success in a Wealth Advisory role.

Key Responsibilities:
  • Develop core financial planning skills and complementary client discovery skills through the wealth planning process.
  • Gain exposure to Scotiabank's Wealth Advisory businesses and Total Wealth Planning approach.
  • 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.
Requirements:
  • Completing an undergrad or master's degree by June 2025, or an experienced worker with a passion for client relationships and financial advice.
  • A strong aspiration to build a career in a Wealth Advisory role.
  • A curious, competitive critical thinker who thrives in change and collaborating with others.
  • Exceptional relationship management skills, with the ability to build and maintain strong collaborative client and internal/external partner relationships.
  • Flexibility in adapting to constantly changing environments.
  • Strong organization and time management skills, with the ability to work independently.
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.
  • A compensation program with competitive salary, opportunities for annual performance incentives based on performance thresholds, a flexible benefits program, and continuing education programs.

Apply Now: To be considered for this role, please complete all three steps below:

  • Complete your PLUM Profile here and save as a screenshot.
  • Complete a short one-way video interview here.
  • 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.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.