Wealth Management Associate Program - ScotiaMcLeod (Montreal) - June 2026

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

Job summary

A leading bank in Canada is seeking candidates for its Wealth Management Associate Program that offers training in financial planning aimed at preparing individuals for a career in Wealth Advisory. The program emphasizes the development of client relationship skills and provides a unique opportunity to gain practical experience within a supportive environment, along with competitive compensation.

Benefits

Comprehensive training program

Competitive salary

Flexible benefits program

Ongoing support from program leaders

Qualifications

• Completion of an undergraduate or master’s degree by June 2026.
• Less than 5 years of experience in client relationships or financial advice.
• Ability to adapt to changing environments.

Responsibilities

• Develop core financial planning skills within the wealth planning process.
• Provide a foundation for success in Wealth Advisory roles.
• Collaborate in team-oriented projects.

Skills

Client relationships

Sales mindset

Relationship management

Critical thinking

Communication skills

Problem-solving skills

Organizational skills

Education

Undergraduate or master’s degree

Job description

Overview

Requisition ID: 231754

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Wealth Management Associate Program – ScotiaMcLeod

Start date: June 2026

Work hours/week: 37.5

Application deadline: 08/10/2025

Location: Montreal

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. Together with our Digital Factories around the world, we are dedicated to helping over 25 million customers become better-off. 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. Say hello to a career at Scotiabank.

As a cornerstone business with Scotia Wealth Management, ScotiaMcLeod is a full-service wealth management firm which has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisory teams pride themselves on working closely with clients, exploring innovative approaches to protecting and growing their clients\' assets and achieve their financial goals.

Responsibilities

In this program, you will develop through a salaried role aimed at building core financial planning skills and complementary client discovery skills within the wealth planning process. The program focuses on developing sales and entrepreneurial-minded individuals into a Wealth Advisory role, providing a foundation for success in this field.

Qualifications & Skills

• You are completing an undergraduate or master’s degree by June 2026, or 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 are curious, competitive, critical thinker who thrives in change and collaboration.

• You have a sales and relationship-focused mindset with exceptional relationship management skills.

• You can influence, persuade, and build consensus and communicate effectively in writing and verbally.

• You demonstrate flexibility in adapting to changing environments.

• You possess self-awareness and seek feedback to leverage opportunities.

• You have strong organization and time management skills and can work independently.

• You have problem-solving skills and maturity to adapt to various situations.

• You are ambitious, entrepreneurial-minded, and eager to grow your career.

• You are resilient, positive, energetic, and perseverant.

• You are flexible and 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/IQPF and provide a thorough understanding of Scotiabank’s Wealth Advisory businesses and Total Wealth Planning approach.

• Exposure to how Wealth Advisory areas apply to an overall wealth strategy for a client’s life.

• Placement in a Scotiabank Wealth Management office to gain practical experience, training, and support toward licensing requirements for transitioning into a Wealth Management Advisory role.

• Ongoing support through the Program from the Program Lead, Total Wealth Planning leaders, and your local Manager.

• Compensation with competitive salary, potential annual incentives, a flexible benefits program, and continuing education programs.

How to apply

For candidates applying to our new graduate programs, we do not require resumes. We evaluate you through relationships over resumes and focus on learning about who you are and what you’re interested in. Please complete the steps below:

• Complete your PLUM Profile and save a screenshot.

• Complete a short one-way video interview.

• Apply to the role and upload the screenshot of your PLUM Profile when prompted for a resume.

Location(s): 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 process, please let our Recruitment team know. If you require technical assistance, please contact us. Candidates must apply online to be considered for this role. We thank all applicants for their interest; however, only those selected for an interview will be contacted.