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ScotiabankVancouverGraduate
Wealth Management Associate Program - MD Financial (Vancouver) - January 2027
The Wealth Management Associate Program at MD Financial in Vancouver is a salaried development program starting January 2027. It focuses on building skills in financial planning, client relationship management, and wealth advisory for recent graduates or soon-to-be graduates.
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Program Overview
- Start date: January 2027 in Vancouver, BC.
- 37.5 work hours per week.
- Salaried development program focused on wealth advisory skills.
- Targets recent graduates or those completing degrees by January 2027.
- Emphasizes financial planning, relationship building, and client discovery.
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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 with sales advisory interest.
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Key Responsibilities
- Build and maintain client and partner relationships.
- Prepare for client meetings and draft post-meeting notes.
- Identify new client opportunities and gather financial data.
- Assist in preparing comprehensive financial plans and investment strategies.
- Stay current on financial issues including tax and investment trends.
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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.
- On-the-job learning and educational speaker events.
- Professional development and ongoing mentorship throughout the program.
- Exposure to wealth advisory business areas and strategies.