Title:  Wealth Management Associate Program - June 2025 Montreal

Requisition ID: 204245

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Wealth Management Associate Program- June 2025

Scotiabank is among the largest banks in the world and is Canada’s most international bank. We are powered by 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 in more than 50 countries. Together with our Digital Factories around the world, we are dedicated to helping over 25 million customers 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.

Is this program right for you? In this role, you will:

There has never been a better time to join Scotiabank as a Wealth Management Associate. The Wealth Management Associate Program is a 5 month salaried program aimed at developing sales and entrepreneurial-minded individuals into a Wealth Advisory role. The program is focused on building a foundation for success centered on developing core financial planning skills and complementary client discovery skills attained through the wealth planning process.

Do you have the skills and requirements that will enable you to succeed in this role? – We’d love to work with you if:

• You're completing an undergrad or master’s degree by June 2025, or you are an experienced worker and have developed a passion for client relationships and financial advice.
• You have a strong aspiration to build a career in a Wealth Advisory role.
• You’re a curious, competitive critical thinker who thrives in change and collaborating with others.
• You have a sales and relationship focused mindset.
• You have exceptional relationship management skills; the ability to build and maintain strong collaborative client and internal/ external partner relationships.
• You can demonstrate an ability to influence, persuade and build consensus as well as the ability to effectively communicate, verbally and in writing.
• You can demonstrate flexibility in adapting to constantly changing environments.
• You possess excellent self-awareness and seek feedback to leverage opportunities.
• You have strong organization and time management skills, and the ability to work independently.
• You have the problem-solving skills to go with your maturity, making you adaptable to many situations.
• You're ambitious, entrepreneurial-minded and want to grow your career.
• You’re resilient, positive and possess a high level of energy and perseverance.
• You are flexible and are willing to relocate to another area of Canada.

What’s in it for you?

• A comprehensive training program that will lead you to the Certified Financial Planning (CFP) Designation/Institut québécois de planification financière (IQPF) and provide you with a thorough understanding of Scotiabank’s Wealth Advisory businesses and Total Wealth Planning approach.
• Opportunities within the Wealth Advisory businesses to gain exposure as to how these areas apply to an overall wealth strategy for a client’s life.
• Placement in a Scotiabank Wealth Management office to work with wealth teams to gain relevant and practical experience, complementary training, and support to help prepare you to attain licensing requirements associated with transitioning into a Wealth Management Advisory role.
• Ongoing support during the Program through various touch points with the Program Lead, Total Wealth Planning leaders, and your local Manager.
• A compensation program with competitive salary, opportunities for annual performance incentives based on performance thresholds, a flexible benefits program and continuing education programs.

How do I apply?

Please complete all three steps below:

1. Complete your PLUM Profile here and save as a screenshot.
2. Complete a short one-way video interview here.
3. Apply to the role and when the application asks for your resume, instead upload the screenshot of your PLUM Profile.

*To be considered for student opportunities at Scotiabank, Tangerine, and MD Financial you must complete all three steps above.

Location(s):  Canada : Quebec : Montreal || Canada : Quebec : Quebec 

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.  

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.