S
ScotiabankSudburyGraduate
Wealth Management Associate Program - MD Financial (Ontario) - 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 those completing degrees.
1
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 incentives
- Comprehensive training including web-based, in-person, and on-the-job learning
2
Role 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
- Gather and input financial data from discovery conversations
- Assist in preparing comprehensive financial plans and investment strategies
3
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 and resilience in facing challenges
4
Preferred Knowledge and Interests
- Interest in client meeting preparation and financial data management
- General knowledge of income tax, investment trends, and financial products
- Motivation to grow in a Wealth Advisory career
- Curious, thoughtful, collaborative, and problem-solving oriented