Wealth Management Associate Program

Requisition ID:

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Wealth Management Associate Program – ScotiaMcLeod

Start date: June 2026

Work hours/week: 37.5

Location : Montreal

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 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.

As a cornerstone business with Scotia Wealth Management, ScotiaMcLeod is a full-service wealth management firm which has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisory teams pride themselves on working closely with clients, exploring innovative approaches to protecting and growing their clients' assets and achieve their financial goals.

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 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 undergraduate or master's degree by June 2026, or you are a recent graduate with less than 5 years of experience 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.

• 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, 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?

For candidates applying to our new graduate programs, we do not require resumes We believe in evaluating you through relationships over resumes and are focused on learning about who you are and what you're interested in to uncover your true potential. Instead, we ask that as part of your application you complete the 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.

Location(s): Canada : Quebec : Montreal

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.

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.