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Title:  The Wealth Management Associate Program




Requisition ID: 119522


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




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






There has never been a better time to join Scotiabank as a Wealth Management Associate.  The Wealth Management Associate Program is a 1-year 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.



  • A comprehensive training program that will lead you to the Qualified Associate Financial Planner™ certification, and provide you with a thorough understanding of Scotiabank’s Wealth Advisory businesses and Total Wealth Planning approach;
  • Shadowing opportunities within the Wealth Advisory businesses and Client Solutions teams 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 Senior Program Manager, Total Wealth Planning leaders, and your local Manager; and
  • A compensation program with competitive salary, opportunities for annual performance incentives based on performance thresholds, a flexible benefits program and continuing education programs.

Once the program is completed, you will be able to leverage Scotiabank’s wealth management tools and reputation to build a wealth advisory practice.  You will focus on utilizing client discovery, financial planning, portfolio management and relationship management skills to identify opportunities, develop and execute a plan to help high net worth clients build and sustain their wealth.

  • Masters or undergraduate degree to be completed by June 2021 (MBA or undergraduate degree in a business-related discipline is preferred);
  • Strong aspiration to build a career in a Wealth Advisory role; sales and relationship focused entrepreneur;
  • Strong relationship management skills; ability to build and maintain strong collaborative client and internal/ external partner relationships;
  • Demonstrated ability to influence, persuade and build consensus as well as the ability to effectively communicate, verbally and in writing;
  • Demonstrated flexibility in adapting to constantly changing environments;
  • Possesses excellent self-awareness and seeks feedback to leverage opportunities;
  • Strong organization and time management skills, and the ability to work independently;
  • Flexibility to relocate to another area of Canada;
  • Sales experience an asset; and
  • Second language an asset (French, Mandarin, Cantonese, Spanish).

For students, we believe evaluating you through relationships over resumes, and we are focused on learning about who you are and what you’re interested in to uncover your true potential. In short, 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 and hear about your experiences that have shaped you. We know… this might sound crazy, but we do not want you to submit your resume. Instead, we ask that as part of your application, you complete the steps below:
1) Complete your PLUM Profile here
2) Take a screenshot of your completed PLUM profile
3) Complete a very short one-way video interview by clicking here
4) When it prompts you to submit your resume, do not attach your resume! Instead, attach the screenshot of your PLUM profile under the "resume" section (step #2 above). Cover letters are optional – not required.
**To be considered for student opportunities at Scotiabank you must submit your PLUM Assessment and Video Interview. **


Location(s):  Toronto || Canada : Alberta : Calgary || Canada : British Columbia : Vancouver || Canada : Ontario : Ottawa || Canada : Ontario : Toronto || Canada : Quebec : Montreal 

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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