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ScotiabankTorontoGraduate
Wealth Management Associate Program - MD Financial (Toronto/Halifax) - January 2027
The Wealth Management Associate Program at MD Financial offers a salaried development opportunity starting January 2027 in Toronto or Halifax. 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 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 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
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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
- 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
- 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
- Curiosity, thoughtfulness, and collaboration skills