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ScotiabankEdmontonGraduate
Wealth Management Associate Program - MD Financial (January 2027) - Edmonton
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 Details
- Start date: January 2027
- Work hours: 37.5 hours per week
- Location: Edmonton, Alberta
- 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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Responsibilities
- Develop skills in financial planning and client discovery
- Build and maintain strong client and partner relationships
- Prepare for client meetings and draft post-meeting notes
- Identify next opportunities and gather financial data
- Assist in preparing comprehensive financial plans and investment strategies
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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 management skills
- Organized, proactive, and able to manage multiple priorities
- Entrepreneurial mindset and resilience in facing challenges
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Preferred Knowledge and Interests
- General knowledge of income tax, investment trends, and financial products
- Interest in client meeting preparation and financial data input
- Motivation to grow and adapt with feedback
- Curious, thoughtful, and collaborative problem solver