ScotiaMcLeod Wealth Advisor Development Program -Kanata

Scotiabank; Ottawa; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Base salary for first two years

Uncapped commissions from day one

Paid parental leave

Backup childcare days

Discounted tutoring services

Job summary

ScotiaMcLeod Wealth Advisor Development Program offers a structured path for high-potential professionals to build a personal wealth advisory practice. Start date January 4, 2027, with a twice-yearly three-month program blending workshops and self-paced learning.

You’ll gain expertise in client discovery, strategic advice, and growth strategies while supporting a collaborative team environment. The role emphasizes integrity, service excellence, and the ability to cultivate new client

Qualifications

• Completion of CIRO Canadian Investment Regulatory Organization’s Canadian Investment Regulatory Exam (CIRE).
• Must be obtained within 12 months of hire: Insurance License.
• Upon hire, complete CIRO Retail Securities Exam and CIRO Conduct Training Course within 4 months.

Responsibilities

• Strengthen your confidence in communication, presence, and client discovery.
• Apply strategic advice and insights to set actionable development goals.
• Grow your own book of business by expanding client relationships.
• Support team operations in alignment with ScotiaMcLeod’s core values.

Skills

Client engagement

Relationship building

Sales experience

Communication skills

Entrepreneurial mindset

Goal-oriented

Education

CIRO CIRE exam

Insurance License

Job description

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Requisition ID: 273909

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.

ScotiaMcLeod Wealth Advisor Development Program : Start Date January 4, 2027

At ScotiaMcLeod, our Wealth Advisors support high net worth clients in achieving peace of mind by offering trusted advice and personalized total wealth solutions tailored to their short-, medium-, and long-term life goals. The Wealth Advisor Development Program (WADP) is designed to support business succession planning, expand our advisor community, and ensure our clients continue to receive exceptional guidance and customized solutions. Held twice a year over three months, the program blends facilitator-led workshops with self-paced learning to foster growth and development.

WHAT YOU’LL BE DOING

• Strengthen your confidence in key areas such as communication, professional presence, and client discovery
• Learn to apply strategic advice and insights to set actionable development goals
• Cultivate a growth mindset and gain tools to help expand existing businesses and build new client relationships
• Contribute to the effective and efficient operations of your team, aligned with ScotiaMcLeod’s core values

DO YOU HAVE THE SKILLS

We welcome applicants from all backgrounds who bring diverse perspectives and experiences. You’ll thrive in this program if you have:

• 3–5 years of full-time business experience
• A passion for client engagement and relationship building
• Experience in a sales environment and an interest in growing your own book of business
• A background in finance, sales, or a professional designation (considered an asset)
• A goal-oriented, entrepreneurial mindset
• Strong verbal and written communication skills

Required:

Prerequisite:

• Completion of Canadian Investment Regulatory Organization’s (CIRO) Canadian Investment Regulatory Exam (CIRE)

Upon hire, successful completion within 4 months of the following:

• CIRO Retail Securities Exam
• CIRO Conduct Training Course

Must be obtained within 12 months of hire date:

• Insurance License

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

Asset:

• Professional designations (Certified Financial Planner, Qualified Associate Financial Planner, Chartered Accountant, Chartered Financial Analyst)
• Fluency in a second language (depending on target markets)

WHAT’S IN IT FOR YOU:

• A full-service wealth management firm with a proud history and a culture that celebrates growth and innovation
• A commitment to being more than wealth professionals—we’re trusted allies who foster collaboration and empower each other to thrive
• A leadership team that values your voice and works with you to move ideas forward
• An entrepreneurial environment that supports your career development and personal growth
• A workplace that makes a meaningful impact in our communities—for both clients and team members
• An inclusive, respectful, and collaborative culture where everyone can find purpose and fulfillment
• An inclusive, flexible and comprehensive benefits program which includes paid parental leave for all eligible parents, bank-paid backup childcare days, and access to discounted tutoring services
• A guaranteed base salary for your first two years—plus uncapped commission from day one to reward your drive and results

Location(s): Canada : Ontario : Kanata

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.

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.