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ScotiabankTorontoGraduate
Wealth Management Associate Program - MD Financial (January 2027)
The Wealth Management Associate Program at MD Financial, starting January 2027, develops graduates into Wealth Advisory roles with training in financial planning and client relationship skills. Located in Toronto and Halifax, it offers a salaried development path with mentorship and competitive compensation.
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Program Details
- Start date: January 2027
- Work hours: 37.5 hours per week
- Locations: Toronto, ON and Halifax, NS
- 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, relationship building, and client discovery
- Prepare for client meetings and draft post-meeting notes
- Gather and input financial data from discovery conversations
- Assist in preparing comprehensive financial plans and investment strategies
- Support clients in navigating important life decisions in a sales advisory capacity
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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 others achieve financial goals
- Strong communication and relationship management skills
- Organized, proactive, and able to manage multiple priorities
- Entrepreneurial mindset and resilience in facing challenges