Wealth Management Associate January 2027

Embark on your financial advisory career with MD Financial at Scotiabank in Ontario, starting January 2027. Develop key skills in wealth planning and relationship building through this salaried program.
The Wealth Management Associate Program targets aspiring advisors with an undergraduate or master’s degree. Participants will benefit from extensive training tailored specifically to support physicians and their families in managing their wealth. This program cultivates essential skills in client engagement and financial planning relevant to advisory careers.
Key Responsibilities:
• Develop comprehensive financial plans for clients
• Prepare for client meetings and draft follow-up notes
• Build and maintain collaborative client relationships
• Influence and persuade clients on financial strategies
• Stay informed on investment trends and financial affairs
Requirements:
• Undergraduate or master’s degree by January 2027
• Less than five years of relevant exp...