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 qualified 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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📌 Wealth Advisor Development Program (Canada)
🏢 Scotiabank
📍 Canada