Job opportunity
Wealth Advisor Development Program
Scotia
Build wealth advisory expertise at ScotiaMcLeod in Kanata through client engagement, communication, and personalized wealth management learning. The program starts January 5, 2027.
The three-month Wealth Advisor Development Program supports advisor succession planning and develops the next generation of Wealth Advisors. Participants combine facilitator-led training with self-directed learning while applying strategic wealth management concepts. The program also builds skills for client planning, business development, and meaningful relationships.
Key Responsibilities:
Develop client engagement, communication, and discovery conversation expertise
Apply strategic wealth management concepts to client planning
Support business development activities and advisory practice growth
Build meaningful, long-term client relationships
Contribute to team success and client service
Requirements:
Three to five years of relevant professional experience or post-secondary education
Experience in sales, business development, or client-facing environments
Strong interest in wealth management and relationship building
Entrepreneurial, results-oriented mindset focused on building business
Required CIRO exams completed before hire
Develop trusted wealth advisory capabilities through ScotiaMcLeod training, strategic planning, client relationships, and business development.
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Apply on source site The three-month Wealth Advisor Development Program supports advisor succession planning and develops the next generation of Wealth Advisors. Participants combine facilitator-led training with self-directed learning while applying strategic wealth management concepts. The program also builds skills for client planning, business development, and meaningful relationships.
Key Responsibilities:
Develop client engagement, communication, and discovery conversation expertise
Apply strategic wealth management concepts to client planning
Support business development activities and advisory practice growth
Build meaningful, long-term client relationships
Contribute to team success and client service
Requirements:
Three to five years of relevant professional experience or post-secondary education
Experience in sales, business development, or client-facing environments
Strong interest in wealth management and relationship building
Entrepreneurial, results-oriented mindset focused on building business
Required CIRO exams completed before hire
Develop trusted wealth advisory capabilities through ScotiaMcLeod training, strategic planning, client relationships, and business development.
#J-18808-Ljbffr