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Wealth Management Associate Program - Private Banking - June 2025 (Prairie Region)

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Scotiabank

Jul 5, 2024

Applications are closed

  • Job
    Full-time
    Entry Level
  • Banking & Finance
  • Calgary, +1

Requirements

  • You're completing a master’s degree by June 2025, or you have work experience in building client relationships and providing financial advice.
  • You have completed a course of study that will enable registration with the appropriate provincial securities commission to obtain a license to sell mutual funds (requirement to obtain license will be determined on a case-by-case basis and will be dependent on business need in the Region of hire).
  • You aspire to build a career as a personal Banker.
  • You’re a curious, critical thinker who thrives in a fast-paced environment and enjoys collaborating with others.
  • You have a sales and relationship focused mindset.
  • You can demonstrate an ability to influence, persuade and build consensus as well as the ability to effectively communicate, verbally and in writing.
  • You’re flexible and thrive fast paced environments.
  • You have strong organization and time management skills and enjoy working in both team and independent settings.
  • You value feedback and actively seek out opportunities for self-development.

Responsibilities

  • The Wealth Management Associate Program is a 5-month salaried program. The Private Banking Associate role is aimed at developing sales and entrepreneurial-minded individuals who are looking for a career in credit-focused Banking. The program focuses on building core credit underwriting and relationship management skills.

Application Process

  • Complete your PLUM Profile here and save as a screenshot.
  • Complete a short one-way video interview here.
  • 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

FAQs

What is the duration of the Wealth Management Associate Program?

The Wealth Management Associate Program is a 5-month salaried program.

What kind of training does the program provide?

The program offers a comprehensive training curriculum that provides opportunities to gain a thorough understanding of Scotiabank’s Private Banking and Wealth Advisory businesses, as well as support for preparing for a client-facing role in Private Banking.

What qualifications do I need to apply for the program?

To apply for the program, you should be completing a master’s degree by June 2025 or have relevant work experience in building client relationships and providing financial advice. Additionally, you need to have completed a course that will enable you to register with the appropriate provincial securities commission to obtain a license to sell mutual funds.

Is there an opportunity for further certification during the program?

Yes, there is a path to completing the Certified Financial Planning Certification during the program.

What skill sets are preferred for candidates applying to this role?

Preferred skill sets include a curious and critical thinking mindset, sales and relationship-focused mentality, strong communication skills (both verbal and written), organizational and time management skills, and the ability to work well in both team and independent settings.

How do I apply for the position?

To apply, you must complete three steps: 1) Complete your PLUM Profile and save a screenshot, 2) Complete a short one-way video interview, and 3) Apply for the role, uploading the screenshot of your PLUM Profile instead of a resume.

What types of support can I expect during the program?

During the program, you will receive ongoing support through various touchpoints with the Program Lead, Wealth leaders, and your local Manager.

What compensation and benefits are offered in this role?

The compensation program includes a competitive salary, opportunities for annual performance incentives based on performance thresholds, a flexible benefits program, and access to continuing education programs.

What kind of candidates is Scotiabank looking for in this role?

Scotiabank seeks curious, critical thinkers with a sales-focused mindset who thrive in fast-paced environments and enjoy collaboration. Candidates should also value feedback and seek opportunities for self-development.

Where is this position based?

This position is based in the Prairie Region.

Finance
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10,001+
Employees

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