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Wealth Management Associate Program

2 months ago


Toronto, Ontario, Canada Scotiabank Full time
Wealth Management Associate Program

Scotiabank is seeking highly motivated and sales-driven individuals to join our Wealth Management Associate Program. This 5-month salaried program is designed to develop sales and entrepreneurial-minded individuals into a Wealth Advisory role.

Key Responsibilities:
  • Develop core financial planning skills and complementary client discovery skills through the wealth planning process.
  • Build strong client relationships and provide financial advice to clients.
  • Influence and persuade clients to achieve their financial goals.
  • Adapt to changing environments and seek feedback to improve performance.
  • Develop strong organization and time management skills to manage multiple clients and projects.
  • Solve complex problems and adapt to new situations.
  • Grow your career in a dynamic and entrepreneurial environment.
  • Relocate to another area of Canada for career opportunities.
What We Offer:
  • A comprehensive training program to lead to the Certified Financial Planning (CFP) Designation.
  • Opportunities to gain exposure to Scotiabank's Wealth Advisory businesses and Total Wealth Planning approach.
  • Placement in a Scotiabank Wealth Management office to work with wealth teams and gain practical experience.
  • Ongoing support and mentorship from experienced professionals.
  • A competitive compensation package with opportunities for annual performance incentives.
How to Apply:

Please complete the following steps:

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