ScotiaMcLeod Wealth Advisor Development Program - Montreal

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

Job summary

A leading financial institution in Montreal is seeking a Wealth Advisor to provide trusted advice and personalized solutions for high net worth clients. The role supports client engagement and relationship building while participating in a development program aimed at enhancing professional growth. Candidates should have 3–5 years of business experience and a strong entrepreneurial mindset. Bilingual proficiency in English and French is required, along with completion of the Canadian Securities Courses.

Benefits

Flexible benefits program

Guaranteed base salary

Paid parental leave

Qualifications

• 3–5 years of full-time business experience.
• Passion for client engagement and relationship building.
• Experience in a sales environment and an interest in growing a book of business.

Responsibilities

• Support high net worth clients in achieving peace of mind.
• Participate in the Wealth Advisor Development Program.
• Contribute to team operations aligned with ScotiaMcLeod’s values.

Skills

Client engagement

Relationship building

Communication skills

Sales experience

Entrepreneurial mindset

Education

Completion of Canadian Securities Courses (CSC I and II)

Enrollment in Conduct and Practices Handbook (CPH)

Professional designations (CFP, CPA, CFA)

Job description

Overview

Requisition ID: 235842

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.

Purpose:

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

As a participant in the WADP, you will:

• 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 in English and French

Required:

• Canadian Securities Institute (CSI) Courses:
  • Completion of the Canadian Securities Courses (CSC I and II) is required
  • Must be enrolled in Conduct and Practices Handbook (CPH) by December 31, 2025
• Upon hire, successful completion of:
  • ScotiaMcLeod RR Dealer Member Training
  • ScotiaMcLeod Wealth Advisor Development Program (WADP)
• Must be obtained within 12 months of hire date:
  • Insurance License
  • Wealth Management Essentials (WME), provided enrollment by December 31, 2025, OR Retail Securities Exam, launching in 2026
• All courses and registration requirements must be completed and reported through Registrations no later than December 31, 2026

Asset:

• Professional designations (Certified Financial Planner, Qualified Associate Financial Planner, Chartered Accountant, Chartered Financial Analyst)

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

In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.

Location: Canada, Quebec, Montreal

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 during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please contact our Recruitment team. 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.