Financial Services Professional Development Program

4 weeks ago

Toronto, Ontario, Canada Scotiabank Full time

About Scotiabank

Scotiabank is among the largest banks in the world and a leading provider of advice, products, digital experiences, and financial services in more than 50 countries.

We are powered by high-performing teammates who make a real difference across the globe. Our Digital Factories around the world are dedicated to helping over 25 million customers become better-off.

Our culture is built on diversity, inclusion, and collaboration, allowing us to create inclusive work environments for everyone to enjoy.

About the Wealth Management Associate Program

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

This program focuses on building a foundation for success centered on developing core financial planning skills and complementary client discovery skills attained through the wealth planning process.

Program Highlights

  • A comprehensive training program that will lead you to the Certified Financial Planning (CFP) Designation/Institut québécois de planification financière (IQPF).
  • 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.
  • Ongoing support during the Program through various touch points with the Program Lead, Total Wealth Planning leaders, and your local Manager.
  • A competitive salary ranging from $65,000 to $75,000 per year, based on performance thresholds, and opportunities for annual performance incentives.

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.

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