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ScotiabankMontrealGraduate
Wealth Management Associate Program - MD Financial (Quebec) - January 2027
The Wealth Management Associate Program at MD Financial offers a salaried development opportunity starting January 2027 in Quebec. It focuses on building skills in financial planning, client relationship management, and wealth advisory for recent graduates or those completing degrees.
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Program Overview
- Start date: January 2027, work hours: 37.5 per week, location: Quebec.
- MD Financial supports Canadian physicians with tailored financial planning and wealth management.
- Program develops sales and entrepreneurial skills for a career in Wealth Advisory.
- Focus on financial planning, relationship building, and client discovery skills.
- Welcomes applicants from diverse academic and professional backgrounds.
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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 and building a long-term advisory career.
- Strong communication, relationship management, and organizational skills.
- Curious, thoughtful, collaborative, adaptable, and motivated to grow.
- Entrepreneurial mindset with ability to influence and build consensus.
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Responsibilities
- Assist in client meeting preparation and post-meeting documentation.
- Identify opportunities and gather financial data from discovery conversations.
- Prepare comprehensive financial plans and investment strategies.
- Support wealth teams in MD Financial offices for practical experience.
- Engage in ongoing learning and mentorship throughout the program.
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Training and Development
- Comprehensive training on Scotiabank’s Wealth Advisory and Total Wealth Planning.
- Formal web-based and in-person training sessions and speaker events.
- Professional development and ongoing mentorship support.
- Exposure to various wealth advisory business areas and strategies.
- Support to attain licensing requirements for advisory roles.