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ScotiabankVancouverGraduate
Wealth Management Associate Program - MD Financial (January 2027) - Vancouver
The Wealth Management Associate Program at MD Financial in Vancouver starts January 2027. It develops sales and advisory skills for a career in wealth management, focusing on financial planning and client relationship building.
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Program Details
- Start date: January 2027
- Work hours: 37.5 hours per week
- Location: Vancouver, BC
- Salaried development program
- Focus on financial planning and client discovery skills
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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
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Responsibilities
- Build and maintain 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
- Stay current on financial issues affecting clients
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Training and Support
- Formal web-based and in-person training
- On-the-job learning and educational speaker events
- Professional development opportunities and ongoing mentorship
- Support from Program Lead, Total Wealth Planning leaders, and local Manager
- Preparation for licensing requirements