Wealth Management Associate Program

2 days ago

Montreal, Canada Banque Scotia Full time

Join a winning team that is engaged and results-driven in an inclusive and high-performance culture.

Wealth Management Associate Program - June 2025

Scotiabank is among the largest banks in the world and is Canada’s most international bank. We offer advice, products, digital experiences, and financial services in over 50 countries. We are committed to helping over 25 million customers become better-off.

This is a place where you’ll learn and develop your skills, while being recognized for your hard work. At Scotiabank, we create inclusive work environments for everyone to enjoy. Say hello to a career at Scotiabank.

Is this program right for you? In this role, you will:

The Wealth Management Associate Program is a 5-month salaried program aimed at developing sales and entrepreneurial-minded individuals into a Wealth Advisory role. The program focuses on building a foundation for success centered on developing core financial planning skills and complementary client discovery skills through the wealth planning process.

Do you have the skills and requirements that will enable you to succeed in this role? We’d love to work with you if:
  • You're completing an undergrad or master’s degree by June 2025, or you are an experienced worker with 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 collaboration.
  • You have a sales and relationship-focused mindset.
  • You have exceptional relationship management skills and can build and maintain strong collaborative relationships.
  • You can demonstrate an ability to influence, persuade, and communicate effectively.
  • You can adapt to constantly changing environments.
  • You possess excellent self-awareness and seek feedback.
  • You have strong organization and time management skills, and the ability to work independently.
  • You have the maturity and problem-solving skills to adapt to various situations.
  • You're ambitious, entrepreneurial-minded, and want to grow your career.
  • You’re resilient and possess a high level of energy and perseverance.
  • You are flexible and willing to relocate in Canada.
What’s in it for you?
  • A comprehensive training program leading to the Certified Financial Planning (CFP) Designation/IQPF, providing an understanding of Scotiabank’s Wealth Advisory businesses.
  • Opportunities to gain exposure in Wealth Advisory businesses related to overall client wealth strategy.
  • Placement in a Wealth Management office to gain practical experience and prepare for licensing requirements in a Wealth Management Advisory role.
  • Ongoing support through various touch points with program leaders and your local manager.
  • A compensation program with competitive salary, performance incentives, and flexible benefits.
How do I apply?
  • Complete your PLUM Profile here and save as a screenshot.
  • Complete a short one-way video interview here.
  • Apply to the role and upload the screenshot of your PLUM Profile when asked for your resume.

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

The successful candidate will be required to communicate in English and French to serve both English and French-speaking clientele.

Location: Canada: Quebec: Montreal || Canada: Quebec: Quebec

Scotiabank values unique skills and experiences, offering an inclusive and accessible environment. If you need accommodation during the recruitment process, please inform our recruitment team.

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