ScotiaMcLeod Wealth Advisor Development Program - Waterloo

Scotiabank; Waterloo; On-site; CAD 50,000 - 90,000; Full time

Job summary

Join an innovative wealth management firm where you will empower high net worth clients through trusted advice and tailored solutions. In this exciting Wealth Advisor Development Program, you will gain essential skills to build client relationships and achieve business growth. The program combines workshops and self-study, ensuring you develop a comprehensive understanding of wealth management. With a strong focus on collaboration and professional development, this role offers a unique opportunity to thrive in a supportive environment. If you're ready to make a meaningful impact and grow your career in finance, this position is perfect for you.

Benefits

Growth opportunities

Inclusive culture

Collaborative environment

Supportive management team

Community involvement

Qualifications

• 3-5 years of full-time business experience required.
• Post Secondary education and CSC I & II needed.

Responsibilities

• Build confidence in communication and client discovery.
• Develop growth mindset and contribute to new client relationships.

Skills

Client contact and relationship building

Sales skills

Communication skills

Entrepreneurial mindset

Education

Post Secondary education

Professional designations (CFP, CA, CFA)

Job description

Requisition ID: 222870

As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.

When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.

ScotiaMcLeod Wealth Advisor Development Program:

Purpose:

ScotiaMcLeod Wealth Advisors help high net worth clients achieve peace of mind by providing trusted advice and tailored total wealth solutions to meet their short, medium, and long term life goals.

The purpose of the Wealth Advisor Development Program (WADP) is to implement business succession planning to grow the advisor population and ultimately provide high net worth clients with trusted advice and tailored solutions.

The program is held twice a year for three months with a blended approach including facilitator-led workshops and self-study courses.

WHAT YOU’LL BE DOING

In this Program you will:

1. Build confidence in your abilities, including communication, professional presence and understanding of the sales process and conducting client discovery.
2. Learn how to apply advice, strategies, and insights, translating them into actionable development goals.
3. Develop a growth mindset where you will have the tools and solutions to contribute to the growth of existing businesses and development of new client relationships.
4. Learn how to actively pursue effective and efficient operations of your respective areas in accordance with ScotiaMcLeod’s Values.

DO YOU HAVE THE SKILLS

We’d love to have you join this program if you have:

1. 3-5 years of full-time business experience.
2. Client contact and relationship building.
3. Experience in a sales environment with skills in building your own book of business.
4. A background in finance, sales or a professional designation considered an asset.
5. An entrepreneurial or target-driven mindset.
6. Highly effective verbal and written communication skills.

Required:

1. Post Secondary education.
2. CSC I & II -CPH can be completed during the RR licensing process.

Upon hire, successful completion of:

1. The self-study CIRO Registered Representative 90-Day Licensing Program.
2. ScotiaMcLeod Wealth Advisor Development Program (WADP).
3. Insurance License within 12 months of hire date.
4. WME within 18 months of being licensed as Registered Representative.

Asset:

1. Professional designations (Certified Financial Planner, Qualified Associate Financial Planner, Chartered Accountant, Chartered Financial Analyst).
2. Second language an asset depending on target markets.

WHAT’S IN IT FOR YOU:

1. ScotiaMcLeod is a full-service wealth management firm with a rich history, a proud and unique culture, with growth opportunities.
2. Our promise is simple, to be more than wealth professionals, to be trusted allies and to nurture a culture where ideas spark, collaboration ignites and everyone is empowered to reach their full potential.
3. Our management team are accomplished leaders in the Wealth Management industry who are approachable, want to hear your ideas and move solutions forward together.
4. Our entrepreneurial environment fosters opportunities to enhance your skills, knowledge and further grow your career.
5. An organization committed to making a difference in our communities– for you and our clients.
6. An inclusive and collaborative culture that enables employees to thrive and find fulfillment in their work.

Location(s): Canada : Ontario : Waterloo || Canada : Ontario : Cambridge || Canada : Ontario : Kitchener

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.