Tuesday , May 21 2024

Scotiabank Recruitment – Wealth Management Associate

Website Scotiabank

Job Description:

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.

Job Responsibilities:

  • Shadowing opportunities within the Wealth Advisory businesses and Client Solutions teams to gain exposure as to how all of these areas apply to an overall wealth strategy for a client’s life
  • 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
  • A compensation program with competitive salary, opportunities for annual performance incentives based on performance thresholds, a flexible benefits program and continuing education programs
  • Ongoing support during the program through various touch points with the Senior Program Manager, Total Wealth Planning leaders, and your local Manager
  • 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

Job Requirements:

  • Strong organization and time management skills, and the ability to work independently
  • Demonstrated flexibility in adapting to constantly changing environments
  • Strong relationship management skills; ability to build and maintain strong collaborative client and internal/external partner relationships
  • Second language an asset (French, Mandarin/Cantonese, Spanish, etc.)
  • Demonstrated ability to influence and build consensus as well as the ability to effectively communicate, verbally and in writing
  • Strong aspiration to build a career in a Wealth Advisory role; sales and relationship focused entrepreneur
  • Flexibility to relocate to another area of Canada
  • Possesses excellent self-awareness and seeks feedback to leverage opportunities

Qualification & Experience:

  • Sales experience an asset
  • Masters or undergraduate degree to be completed by June 2021 (MBA or undergraduate degree in a business related discipline is preferred)

Job Details:

Company: Scotiabank

Vacancy Type:  Full Time

Job Functions: Other

Job Location: Calgary, CA

Application Deadline: N/A

Apply Here