ScotiaMcLeod Wealth Advisor Development Program - Kanata

Scotiabank; Ottawa; On-site; CAD 70,000 - 90,000; Full time

Benefits offered by this job

Paid parental leave

Bank-funded backup childcare

Discounted tutoring services

Flexible benefits

Base salary guaranteed for first two y

Job summary

Scotia McLeod is launching a Wealth Advisor Development Program in Kanata, Ontario, to cultivate skills for advising high-net-worth clients. The role emphasizes trusted guidance, building long-term client relationships, and growth through strategic wealth management solutions.

The program combines training and self-directed learning over three months, designed to prepare candidates for a future advisory practice within a collaborative, results-driven culture.

Qualifications

• 3 to 5 years of relevant professional experience and/or a post-secondary degree in Business, Commerce, Finance, or a related field.
• Strong interest in wealth management and client relationship building.
• Experience in a sales, business development, or client-facing environment.
• Entrepreneurial, results-oriented mindset with a desire to build a book of business.
• Strong written and verbal communication skills.
• Previous experience in financial services, sales, or a related profession is considered an asset.

Responsibilities

• Develop client engagement and discovery conversations to grow relationships.
• Apply wealth management concepts to support client planning and business development.
• Build skills to grow and manage an advisory practice.
• Strengthen ability to establish and maintain meaningful client relationships.
• Contribute to team success while upholding Scotia McLeod values and client service.

Skills

Client engagement

Sales experience

Relationship building

Business development

Communication skills

Education

Bachelor's degree in Business/Commerce/Finance or related field

Post-secondary degree in related field

Tools

CRM experience

Job description

ScotiaMcLeod, a cornerstone of Scotia Wealth Management® is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by understanding their complete financial picture—life, family, business, and future.

Our signature Enriched Thinking® approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions. You’ll be supported by an innovative, team-based environment that values integrity, client focus, and continuous growth.

At ScotiaMcLeod, you’re not just building a career—you’re joining a firm where ideas spark, collaboration thrives, and you’re empowered to reach your full potential while making a real impact in your clients' lives.

Scotia McLeod Wealth Advisor Development Program

Start Date: January 4, 2027

At Scotia McLeod, Wealth Advisors help high-net-worth clients achieve their financial goals through trusted advice and personalized wealth management solutions. By developing long-term relationships, our advisors provide strategic guidance tailored to each client's evolving needs. The Wealth Advisor Development Program (WADP) is designed to support advisor succession planning, grow the next generation of Wealth Advisors, and ensure clients continue to receive exceptional advice and service. Offered twice annually, this three-month development program combines facilitator-led training with self-directed learning to build the skills, knowledge, and confidence required for success in wealth management.

What You’ll Do

• Develop your expertise in client engagement, communication, professional presence, and discovery conversations.
• Apply strategic wealth management concepts to support client planning and business development activities.
• Build the skills and mindset required to grow and manage a successful advisory practice.
• Strengthen your ability to establish and maintain meaningful client relationships.
• Contribute to the success of your team while upholding Scotia McLeod's values and commitment to client service.

What You Bring

• 3 to 5 years of relevant professional experience and/or a post-secondary degree in Business, Commerce, Finance, or a related field.
• A strong interest in wealth management and client relationship building.
• Experience in a sales, business development, or client-facing environment.
• An entrepreneurial, results-oriented mindset with a desire to build a book of business.
• Strong written and verbal communication skills.
• Previous experience in financial services, sales, or a related profession is considered an asset.

Required Qualifications

Prerequisite (required before hire):

• Completion of the Canadian Investment Regulatory Organization (CIRO) Canadian Investment Regulatory Exam (CIRE).
• Completion of the CIRO Retail Securities Exam.

Required following hire:

• Successful completion of the CIRO Conduct Training Course within four months of hire.
• Insurance licence obtained within 12 months of hire.

All licensing, registration, and educational requirements must be completed and reported through Registrations no later than December 31, 2027.

Preferred Qualifications

• Professional designations such as CFP®, QAFP™, CFA®, CPA® or equivalent.
• Fluency in a second language aligned to target client markets.

What We Offer

• A respected, full-service wealth management firm with a strong reputation and commitment to innovation.
• Comprehensive training, mentorship, and development opportunities to support your long-term success.
• An entrepreneurial environment that encourages growth, collaboration, and professional advancement.
• A leadership team that values diverse perspectives and supports career development.
• A collaborative and inclusive culture where employees are empowered to make a meaningful impact.
• A flexible and comprehensive benefits program, including paid parental leave, bank-funded backup childcare, and access to discounted tutoring services.
• A guaranteed base salary for your first two years, plus uncapped commission from day one.

Join Scotia McLeod and build a rewarding career helping clients achieve their financial goals while developing your future as a trusted Wealth Advisor.

Location(s): Canada : Ontario : Kanata
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.