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ScotiabankEdmontonGraduate
Wealth Management Associate Program - MD Financial (Edmonton) - January 2027
The Wealth Management Associate Program at MD Financial in Edmonton is a salaried development program starting January 2027. It focuses on building skills in financial planning, relationship management, and client advisory for recent graduates or soon-to-be graduates.
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Program Overview
- Start date: January 2027 in Edmonton, Alberta.
- 37.5 work hours per week.
- Salaried development program focused on wealth advisory skills.
- Targets recent graduates or those completing degrees by January 2027.
- Emphasizes financial planning, relationship building, and client discovery.
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Candidate Requirements
- Undergraduate or master's degree completion by January 2027 or recent graduate with under 5 years experience.
- Passion for helping clients achieve financial goals.
- Strong communication and relationship management skills.
- Adaptable, positive, resilient, and open to feedback.
- Organized and proactive with multitasking abilities.
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Key Responsibilities
- Assist in client meeting preparation and post-meeting documentation.
- Gather and input financial data from discovery conversations.
- Prepare comprehensive financial plans and investment strategies.
- Stay current on financial issues including tax and investment trends.
- Build and maintain collaborative client and partner relationships.
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Training and Development
- Comprehensive training on Scotiabank’s Wealth Advisory and Total Wealth Planning.
- Formal web-based and in-person training sessions.
- On-the-job learning and educational speaker events.
- Professional development and ongoing mentorship.
- Exposure to wealth advisory business areas and strategies.