Wealth Management Associate Program - Private Investment Counsel (Burlington) - June 2026

Scotiabank; Burlington; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading Canadian bank in Burlington is seeking a Wealth Management Associate to develop skills in financial planning and client relationships. The role offers a comprehensive training program leading to certification, practical experience, and a competitive salary. Ideal candidates have a degree and a passion for client service in wealth management.

Benefits

Comprehensive training program

Competitive salary

Flexible benefits program

Ongoing support during the program

Qualifications

• Completion of a degree by June 2026 or recent graduate with less than 5 years experience.
• Strong aspiration for a Wealth Advisory career.
• Exceptional relationship management and communication skills.
• Ability to influence and persuade effectively.

Responsibilities

• Part of a full-service investment management firm focused on client investment solutions.

Skills

Client relationship management

Sales mindset

Communication skills

Problem-solving skills

Time management

Education

Undergraduate or master’s degree

Job description

Wealth Management Associate Program – Private Investment Counsel (Burlington)

Work hours/week: 37.5

Job location: Burlington

Scotiabank is among the largest banks in the world and is Canada’s most international bank. We are powered by high-performing teammates who make a real difference across the globe as a leading provider of advice, products, digital experiences, and financial services in more than 50 countries.

This is a place where you’ll learn and develop your skills, while being recognized for your hard work. At Scotiabank, we’re passionate about bringing our whole selves to work, allowing us to create inclusive work environments for everyone to enjoy.

Program Overview

The Wealth Management Associate Program is a salaried program aimed at developing sales and entrepreneurial-minded individuals into a Wealth Advisory role. The program is focused on building a foundation for success centered on developing core financial planning skills and complementary client discovery skills attained through the wealth planning process.

Responsibilities

In this role, you will be part of a full-service investment management firm, Private Investment Counsel, which delivers relevant solutions and tailored service for clients looking to delegate day-to-day investment decisions to an experienced team with a disciplined investment philosophy.

Requirements

• You're completing an undergraduate or master’s degree by June 2026, or you are a recent graduate with less than 5 years of experience and have developed a passion for client relationships and financial advice.
• You have a strong aspiration to build a career in a Wealth Advisory role.
• You’re a curious, competitive, critical thinker who thrives in change and collaborating with others.
• You have a sales and relationship focused mindset.
• You have exceptional relationship management skills; the ability to build and maintain strong collaborative client and internal/external partner relationships.
• You can demonstrate an ability to influence, persuade, and build consensus as well as the ability to effectively communicate, verbally and in writing.
• You can demonstrate flexibility in adapting to constantly changing environments.
• You possess excellent self-awareness and seek feedback to leverage opportunities.
• You have strong organization and time management skills, and the ability to work independently.
• You have the problem-solving skills to go with your maturity, making you adaptable to many situations.
• You're ambitious, entrepreneurial-minded, and want to grow your career.
• You’re resilient, positive, and possess a high level of energy and perseverance.
• You are flexible and are willing to relocate to another area of Canada.

What’s in it for you

• A comprehensive training program that will lead you to the Certified Financial Planning (CFP) Designation/Institut québécois de planification financière (IQPF) and provide you with a thorough understanding of Scotiabank’s Wealth Advisory businesses and Total Wealth Planning approach.
• Opportunities within the Wealth Advisory businesses to gain exposure as to how these areas apply to an overall wealth strategy for a client’s life.
• Placement in a Scotiabank Wealth Management office to work with Wealth teams to gain relevant and practical experience, complementary training, and support to help prepare you to attain licensing requirements associated with transitioning into a Wealth Management Advisory role.
• Ongoing support during the program through various touch points with the Program Lead, Total Wealth Planning leaders, and your local Manager.
• A compensation program with competitive salary, opportunities for annual performance incentives based on performance thresholds, a flexible benefits program, and continuing education programs.

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.