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

Scotiabank Global Site; Burlington; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial institution in Burlington is seeking a Wealth Management Associate to develop core financial planning skills and build client relationships. This salaried program offers training for the Certified Financial Planning designation and competitive salary opportunities, with a focus on creating an inclusive work environment.

Benefits

Competitive salary

Comprehensive training program

Opportunities for performance incentives

Qualifications

• Completion of a degree by June 2026 or recent graduate with less than 5 years of experience.
• A strong aspiration to build a career in a Wealth Advisory role.
• Exceptional relationship management skills.

Responsibilities

• Develop sales and entrepreneurial-minded skills in a Wealth Advisory role.
• Build client relationships and participate in client discovery.
• Collaborate with Scotia Wealth Management specialists.

Skills

Client relationship management

Sales mindset

Critical thinking

Flexibility

Problem-solving

Time management

Education

Undergraduate or Master's degree

Job description

Requisition ID : 237687

Join a purpose driven winning team committed to results in an inclusive and high-performing culture.

Wealth Management Associate Program Private Investment Counsel (Burlington)

Start date : June 2026

Work hours / week : 37.5

Application deadline : 10 / 18 / 25

Job location : Burlington

This is a place where youll learn and develop your skills while being recognized for your hard work. At Scotiabank were passionate about bringing our whole selves to work allowing us to create inclusive work environments for everyone to enjoy. Say hello to a career at Scotiabank.

As part of a full-service investment management firm Private Investment Counsel 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.

This dedicated team collaborates with our Scotia Wealth Management specialists who bring their expertise and skills to the consideration of what our clients have accumulated and how best to administer it as life changes.

Is this program right for you? In this role you will :

There has never been a better time to join Scotiabank as a Wealth Management Associate. 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.

Do you have the skills and requirements that will enable you to succeed in this role? We love to work with you if :

• Youre completing an undergraduate or masters 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.
• Youre 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.
• Youre ambitious entrepreneurial-minded and want to grow your career.
• Youre 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 Scotiabanks 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 clients 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.

How do I apply

For candidates applying to our new graduate programs we do not require resumes! We believe in evaluating you through relationships over resumes and are focused on learning about who you are and what youre interested in to uncover your true potential. Instead we ask that as part of your application you complete the below :

• Complete your PLUM Profile here and save as a screenshot.
• Complete a short one-way video interview here.
• Apply to the role and when the application asks for your resume instead upload the screenshot of your PLUM Profile.

Location(s) : Canada : Ontario : Burlington

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 (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. If you require technical assistance please click here. 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.

Employment Type : Full Time

Experience : years

Vacancy : 1