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: Robust 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.

#J-18808-Ljbffr

📌 ScotiaMcLeod Wealth Advisor Trainee (Quebec City)
🏢 Scotia
📍 Quebec City