Wealth Management Associate Program
Undergraduate, Masters and MBA graduates
The Wealth Management Associate Program (WMAP) is a 5 month program aimed at developing sales and entrepreneurial-minded individuals into a Wealth Advisory role. The program is focused on developing core financial planning, business development and complementary client discovery skills gained through the financial planning process.
Does this sound like you?
You're completing an undergrad or masters degree, or you are currently working and have developed a passion for client relationships and financial advice
You’re a curious, competitive critical thinker who thrives in change and collaborating with others
You have exceptional relationship management skills
You have the problem-solving skills to go with your maturity, making you adaptable to many situations
You're ambitious, entrepreneurial-minded and want to grow your career
You like to be challenged and are constantly learning
You’re resilient, positive and possess a high level of energy and perseverance
You have had business development exposure
You have a demonstrated ability to influence and build consensus
You possess strong written and verbal communication skills
What to Expect
Once you've joined the WMAP program, you’ll have access to in-class training, including an orientation to Scotiabank’s Wealth Management offerings and core financial planning curriculum that leads to the Certified Financial Planner (CFP) designation. In this program, your dedicated program lead will provide you with ongoing mentorship, coaching, and development, and will ensure a successful transition out of the program as you launch your career.
You’ll gain exposure to different streams of Wealth Management and learn how all of these areas contribute to a client’s overall financial strategy. Working with wealth advisory teams, you’ll gain practical experience in developing financial plans for clients.
As part of the program curriculum, you’ll receive complementary training and support to help prepare you for licensing requirements associated with transitioning into a Wealth Management Advisory role.