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
Solid 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
📌 Wealth Advisor Development Program (Quebec City)
🏢 Scotiabank
📍 Quebec City
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.