Wealth Advisor Development Program — Build Your Book

Scotiabank; Ottawa; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

A leading financial institution in Ottawa is seeking candidates for the Wealth Advisor Development Program. This role involves assisting high net worth clients in achieving their life goals through personalized wealth solutions. Applicants should have 3-5 years of business experience, a passion for client engagement, and a willingness to complete the necessary certifications. The program emphasizes relationship building and communication skills, offering a solid foundation in wealth management.

Benefits

Flexible benefits program

Paid parental leave

Guaranteed base salary with uncapped commission

Qualifications

• 3-5 years of full-time business experience is required.
• Proven interest in growing your book of business.
• Must complete various certifications within specified timeframes.

Responsibilities

• Strengthen confidence in key areas such as communication and client discovery.
• Learn to apply strategic advice to set actionable development goals.
• Contribute to effective team operations aligned with ScotiaMcLeod's values.

Skills

Client engagement

Relationship building

Sales experience

Communication skills

Entrepreneurial mindset

Education

Completion of Canadian Securities Courses (CSC I and II)

Enrollment in Conduct and Practices Handbook (CPH)

Job description

A leading financial institution in Ottawa is seeking candidates for the Wealth Advisor Development Program. This role involves assisting high net worth clients in achieving their life goals through personalized wealth solutions. Applicants should have 3-5 years of business experience, a passion for client engagement, and a willingness to complete the necessary certifications. The program emphasizes relationship building and communication skills, offering a solid foundation in wealth management.