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ScotiabankTorontoGraduate
Wealth Management Associate Program - ScotiaMcLeod (Toronto & Southwestern Ontario) - January 2027
The Wealth Management Associate Program at ScotiaMcLeod is a salaried development program starting January 2027. It focuses on building skills in financial planning, relationship building, and client discovery for a career in wealth advisory.
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Program Details
- Start date: January 2027
- Work hours: 37.5 hours per week
- Locations: Toronto, Oakville, Burlington, Mississauga
- 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 and Responsibilities
- Develop skills in financial planning and wealth advisory
- Build and maintain strong client and partner relationships
- Assist clients in achieving financial goals through personalized strategies
- Work within ScotiaMcLeod wealth teams for practical experience
- Prepare to attain licensing requirements for Wealth Management Advisory role
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Candidate Requirements
- Completing undergraduate or master's degree by January 2027 or recent graduate with under 5 years experience
- Passion for helping others achieve financial goals
- Strong communication and relationship-building skills
- Curious, thoughtful, collaborative, and problem-solving oriented
- Organized, proactive, adaptable, and open to feedback
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Application Process
- No resume required; focus on relationship-based evaluation
- Complete PLUM Profile and submit screenshot with application
- Complete a short one-way video interview
- Apply online through Scotiabank careers portal
- Accommodations available upon request during recruitment process