Build wealth advisory expertise at ScotiaMcLeod in Kanata through client engagement, communication, and personalized wealth management learning. The program starts January 5, 2027.
The three-month Wealth Advisor Development Program supports advisor succession planning and develops the next generation of Wealth Advisors. Participants combine facilitator-led training with self-directed learning while applying strategic wealth management concepts. The program also builds skills for client planning, business development, and meaningful relationships.
Key Responsibilities:
- Develop client engagement, communication, and discovery conversation expertise
- Apply strategic wealth management concepts to client planning
- Support business development activities and advisory practice growth
- Build meaningful, long-term client relationships
- Contribute to team success and client service
Requirements:
- Three to five years of relevant professional experience or post-secondary education
- Experience in sales, business development, or client-facing environments
- Strong interest in wealth management and relationship building
- Entrepreneurial, results-oriented mindset focused on building business
- Required CIRO exams completed before hire
Develop trusted wealth advisory capabilities through ScotiaMcLeod training, strategic planning, client relationships, and business development.
Wealth Advisor Development Program employer: Scotiabank
Scotiabank is an exceptional employer that fosters a purpose-driven and inclusive culture, making it an ideal place for professionals seeking to excel in the financial services industry. With a strong focus on employee growth, you will have access to comprehensive training and development opportunities while working alongside senior leadership in a collaborative environment. Located in vibrant cities like Calgary and Vancouver, you will enjoy a dynamic work-life balance and the chance to make a meaningful impact on ultra-high net worth clients across Canada and internationally.
