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Title:  NEW GRAD: Ascend - Investment Specialist Career Kick Starter- Ottawa, ON




Requisition ID: 94107

Join the Global Community of Scotiabankers to help customers become better off.



Ascend, Investment Specialist Career Kick Starter Program- Hawkesbury, Belleville, Gatineau, Cornwell, Chesterville, Casselman ON

Graduate Development Program


Why work for Scotiabank?

Scotiabank is among the largest banks in the world and is the most international bank in Canada. We are powered by our 97,000 high-performing (and awesome) teammates who make a real difference across the globe as a leading provider of advice, products, digital experiences, and financial services. Together with our Digital Factories around the world, we are dedicated to helping our 25 million clients become better-off.


This is a place where you’ll get to learn and develop your skills, while being recognized for your hard work. At Scotiabank, we’re passionate about bringing our whole selves to work, allowing us to create inclusive work environments for everyone to enjoy. Say hello to a career at Scotiabank.


Who We Are?


Global Wealth Management is an integral part of Scotiabank. We deliver value by tailoring our investment management solutions and advice whether it’s online, in branches or through an advisor. We are passionate and committed to a simple goal – enriching the lives of our clients! Join our new graduate program, Ascend Investment Specialist Career Kick Starter program and be part of the epic momentum 2021 will bring!


Your Career in the Program:


As an Ascend Associate, you are a member of the Global Wealth Management team and are the white glove financial planning service for affluent clients. This is a financial planning role where you are responsible for preparing financial plans and delivering customized investment solutions to help our clients. We don’t just teach you how to create the plans, we give you the secret sauce of how to leverage behavioural finance (basically all those great soft skills) you need to be successful in this role.


This program is an investment in you and in your professional development. We want to expose you to as much of the “Investment Specialist” world as possible to develop and launch your career. This isn’t about “finding a job” – if you’re a candidate for this program, you’re that top 5% and you have no problems “finding a job”. This is for people who want a destination career, have a passion for financial planning and investments, and who want to be in control of their own success. 


You will join our Ascend Program as a full-time permanent employee. During the 12 months in the Ascend Program you will complete four distinct, highly intensive phases that will position you for success in the Investment Specialist role. We have taken 3 to 5 years of on the job experience and condensed it into this 12-month program to ensure you receive a variety of learning and practical experiences to set you up for success. During the program, you’ll hone critical selling and advice skills: identifying and contacting target clients, understanding client needs, creating financial plans, recommending investment solutions, and ongoing relationship management. You will also learn the tools and techniques that would generally take years to perfect outside of this program. We will teach you the foundations and give you the opportunity to put it all together.


But wait there’s more. Perhaps the best part of the Ascend program is that you will be part of a cohort of recent graduates, joining at the same time. A big component of the program is the social and community aspect. You will train together, come together for socials, learning and development sessions, and have a program manager dedicated to you and your group. At Scotiabank, we are passionate about relationships, your development and success.


Qualifications/ Requirements:


This program is for students who have just graduated or who are about to and are looking to grab a hold of their career now. The people who are well-suited for this role have an entrepreneurial spirit, are self-starters, imaginative, direct, and self-confident. They are natural influencers and can be persuasive. They are independent, active, love being on the move, and work at a fast pace. They build long lasting relationships and are driven by the need to achieve excellence. They challenge themselves, and the team members around them, to be better every single day.


We believe in relationships, so we want someone that loves people, is competitive and driven and who wants to win. Innovation is key – another part of the entrepreneurial mind set we’re looking for.  If you think this program is “just a job” you couldn’t be more wrong. This is for those that are ambitious and eager to do the work to reach their goals. 


For students, we are more focused on who you are and what you will be, rather than the experience you’ve acquired to date. We recognize that any experience helps to shape you, along with your contributions to extra-curriculars and volunteering.


  • You will need a University Undergraduate Degree or Post-Graduate Diploma or MBA/Masters Degree by the time the program starts (June 2021).
  • You will also need your license to sell mutual funds (IFIC or CSC) to be completed prior to the program start and upon joining you will be required to enroll in your PFP or CFP.
  • You will need a valid Canadian driver’s license and access to a vehicle.


Curious about what exactly an Investment Specialist does?


Once you finish the Ascend Investment Specialist Career Kick Starter Program you will graduate into an Investment Specialist role. You will promote the development and sustainable growth of proprietary investment business in your assigned market area by:


  • Executing on business development plans for prospects and existing clients within the mass affluent market
  • Conducting outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities
  • Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles
  • Conducting complimentary needs analysis across several financial statements, including competitor statements
  • Building and maintaining a market profile in the assigned market area
  • Participating in local professional and community events and associations to develop and expand your network
  • Identifying opportunities to deliver community information sessions and financial seminars to grow prospects
  • Networking with investment industry specialists while managing a small budget for independent marketing-based activities
  • Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners
  • Facilitating a culture of open and honest communication by actively participating and contributing on team touch bases and meetings with colleagues


How to apply?


For our New Graduate programs, we don’t believe resumes will provide us with an accurate depiction of what you’re truly about to properly assess your potential.  Instead we want to get to know YOU by focusing on learning about who you are and what you’re interested in to uncover your true potential.  Below is our application process for the Ascend program:


  1. Complete your PLUM Profile:
  2. Apply to the role through our  Careers Page! When the application asks for your resume, upload a screenshot of your PLUM results to show us you’ve completed it. Applications are due by February 1, 2021.


Location(s):  Canada : Ontario : Belleville || Canada : Ontario : Casselman || Canada : Ontario : Chesterville || Canada : Ontario : Cornwall || Canada : Ontario : Gatineau || Canada : Ontario : Hawkesbury 

As Canada's International Bank, we are a diverse and global team. We speak more than 100 languages with backgrounds from more than 120 countries. Our employees are committed to a superior customer experience and use the Bank’s six guiding sales practice principles to ensure they act with honesty and integrity.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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