Wealth Management Associate Program
2 days ago
Requisition ID: 204245 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Wealth Management Associate Program**: - **June 2025** Scotiabank is among the largest banks in the world and is Canada’s most international bank. We are powered by high-performing (and awesome) teammates who make a real difference across the globe as a leading provider of advice, products, digital experiences, and financial services in more than 50 countries. Together with our Digital Factories around the world, we are dedicated to helping over 25 million customers become better-off. This is a place where you’ll get to learn and develop your skills, while being recognized for your hard work. At Scotiabank, we’re passionate about bringing our whole selves to work, allowing us to 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**: There has never been a better time to join Scotiabank as a Wealth Management Associate. 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 is 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. **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 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. - 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 do I apply?** **Please complete all three steps below**: - Complete your PLUM Profile**here** and save as a screenshot. - Complete a short one-way video interview **here**.**: - To be considered for student opportunities at Scotiabank, Tangerine, and MD Financial you must complete _**_all three_**_ steps above._ Location(s): Canada : Quebec : Montreal || Canada : Quebec : Quebec Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
-
Wealth Management Associate Program
5 days ago
Montréal, QC, Canada Scotiabank Full timeRequisition ID: 204250 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Wealth Management Associate Program - June 2025** **Private Banking Associate** Scotiabank is among the largest banks in the world and is Canada’s most international bank. We are powered by high-performing (and awesome) teammates...
-
Portfolio Manager, Managed Programs
1 week ago
Montréal, QC, Canada Worldsource Wealth Management Full timeEnglish Below ÉNONCÉ DU POSTE : Nous recherchons un gestionnaire de portefeuille enregistré pour rejoindre notre firme indépendante dynamique et en forte croissance de gestion de patrimoine au Canada. Dans ce rôle, vous aiderez à concevoir, construire et gérer des portefeuilles multi-actifs qui soutiennent les conseillers de détail et leurs clients...
-
Portfolio Manager, Managed Programs
4 weeks ago
Montréal, QC, Canada Worldsource Wealth Management Full timeEnglish Below ÉNONCÉ DU POSTE : Nous recherchons un gestionnaire de portefeuille enregistré pour rejoindre notre firme indépendante dynamique et en forte croissance de gestion de patrimoine au Canada. Dans ce rôle, vous aiderez à concevoir, construire et gérer des portefeuilles multi-actifs qui soutiennent les conseillers de détail et leurs clients...
-
Program/Portfolio Manager
1 week ago
Montréal, QC, Canada Worldsource Wealth Management Full timeEnglish Below Nous recherchons un gestionnaire de portefeuille enregistré pour rejoindre notre firme indépendante dynamique et en forte croissance de gestion de patrimoine au Canada. Le candidat idéal est bilingue en français et en anglais, avec une expertise éprouvée en stratégies d'investissement et en construction de portefeuille. Relevant...
-
Wealth Associate, Pic, Montreal
2 weeks ago
Montréal, Canada Scotiabank Full timeRequisition ID: 216820 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. We are looking for a mobile Wealth Associate for our Montreal office. The Wealth Associate role has been created as a means to develop client-focused talent in Private Investment Counsel. Wealth Associates will be supported in...
-
Wealth Associate
3 days ago
Montréal, Canada National Bank of Canada Full timeAttendance: Hybrid Employment Category: Professional Type of Contract: Permanent Benefits for vendors: A career as a Wealth Associate within Family Wealth Management Schulman Group at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by...
-
Associate Wealth Management Advisor
2 weeks ago
Montréal, Canada National Bank of Canada Full time**Primary Locations**:Montreal, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Are you interested in a career in investments at National Bank Financial? If you’re an entrepreneur at heart, this job is for you. Do you take good care of your clients? Are you are interested in developing long-term relationships...
-
Portfolio Program Manager H/F
4 weeks ago
Montréal, QC, Canada Worldsource Wealth Management Full timeEnglish Below Nous recherchons un gestionnaire de portefeuille enregistré pour rejoindre notre firme indépendante dynamique et en forte croissance de gestion de patrimoine au Canada. Le candidat idéal est bilingue en français et en anglais, avec une expertise éprouvée en stratégies d'investissement et en construction de portefeuille. Relevant...
-
Associate Wealth Advisor
5 days ago
Montréal, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the advisory team. Developing and implementing the team’s wealth management strategy for clients is the...
-
Wealth Associate
3 days ago
Montréal, Canada National Bank of Canada Full timeA career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. **Your job**: - Ensure...