Wealth Management Associate Program
(WMAP)

Undergraduate, Masters and MBA graduates
12 Months

Overview

The Wealth Management Associate Program (WMAP) is a one-year 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 your business or commerce degree (undergraduate or masters), 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

  • The Chartered Professional Accountant  Student Training
  • 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

  • You’re flexible to relocate to another area of Canada

  • 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 Qualified Associate Financial Planner (QAFP) designation. In this program, your dedicated program manager 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.

     

    How to Apply

    Check the postings at your career portal at school or with your career centre and apply directly today.