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ScotiabankCalgaryGraduate
Wealth Management Associate Program (January 2027)- ScotiaMcLeod (Western Canada)
The Wealth Management Associate Program at ScotiaMcLeod is a salaried development program starting January 2027. It focuses on building skills in financial planning, relationship building, and client discovery for a career in wealth advisory.
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Program Details
- Start date: January 2027
- Work hours: 37.5 hours per week
- Locations: Calgary, Edmonton, Vancouver, Victoria Island
- Salaried development program with competitive salary and performance incentives
- Comprehensive training including web-based, in-person, and on-the-job learning
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Role and Responsibilities
- Develop skills in financial planning and client relationship building
- Work with wealth teams in ScotiaMcLeod offices to gain practical experience
- Prepare to attain licensing requirements for Wealth Management Advisory role
- Engage in client discovery and personalized financial strategies
- Support clients in navigating important life financial decisions
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Candidate Requirements
- Completing undergraduate or master's degree by January 2027 or recent graduate with under 5 years experience
- Passion for helping clients achieve financial goals
- Strong communication and relationship-building skills
- Curious, thoughtful, collaborative, and problem-solving mindset
- Organized, proactive, adaptable, and open to feedback
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Application Process
- No resume required; focus on relationship-based evaluation
- Complete PLUM Profile and submit screenshot with application
- Complete a short one-way video interview
- Apply online directly through Scotiabank careers site
- Accommodations available upon request during recruitment process