Prepare for wealth advisory success with ScotiaMcLeod through professional presence, discovery conversations, and client relationship development. This Kanata program begins January 5, 2027.

The Wealth Advisor Development Program offers a structured three-month path for developing future Wealth Advisors. Training and self-directed learning strengthen communication, strategic wealth management, and advisory practice skills. Participants support client planning and business development while contributing to ScotiaMcLeod’s collaborative client-service culture.

Key Responsibilities:

- Strengthen professional presence and client communication
- Conduct and develop effective discovery conversations
- Apply wealth management concepts to planning activities




- Establish and maintain meaningful client relationships
- Uphold ScotiaMcLeod values and client service

Requirements:

- Solid written and verbal communication skills
- Three to five years’ relevant experience or related degree
- Interest in wealth management and client relationships
- Desire to build and manage an advisory business
- CIRO Canadian Investment Regulatory Exam completed before hire

Strengthen communication, discovery, planning, and relationship-building skills while preparing for ScotiaMcLeod’s Wealth Advisor career path.

📌 ScotiaMcLeod Wealth Advisor Trainee (Ottawa)
🏢 Scotia
📍 Ottawa