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ScotiabankSudburyGraduate
Wealth Management Associate Program - MD Financial - January 2027
The Wealth Management Associate Program at MD Financial offers a salaried development opportunity starting January 2027. It focuses on financial planning, relationship building, and client advisory skills for recent graduates or soon-to-be graduates.
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Program Details
- Start date: January 2027
- Work hours: 37.5 hours per week
- Locations: Sudbury and Mississauga, Ontario
- 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 Responsibilities
- Develop skills in financial planning and client relationship management
- Assist in client meeting preparation and post-meeting documentation
- Gather and input financial data from discovery conversations
- Prepare comprehensive financial plans and investment strategies
- Support wealth teams in MD Financial Management offices
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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
- Organized, proactive, and able to manage multiple priorities
- Entrepreneurial mindset with resilience and adaptability
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Application Process
- No resume required; evaluation based on PLUM Profile and video interview
- Complete PLUM Profile and upload screenshot with application
- Complete a short one-way video interview
- Apply online through Scotiabank's career portal