Scotiabank logo
Scotiabank3 days ago
EXPIRED

Wealth Management Associate Program - MD Financial (Edmonton) - January 2027

On-site · Edmonton, Alberta, Canada

Type
Full Time
Level
Entry Level
Education
Bachelors Degree
Company size
Enterprise

Job Summary

Wealth Management Associate Program at MD Financial, a salaried development program within Scotiabank’s wealth advisory business, based in Edmonton, Alberta. Start date January 2027. Candidates should be completing an undergraduate or master’s degree by January 2027, or be a recent graduate with less than 5 years of experience, and demonstrate interest in a long-term career in wealth advisory. The program emphasizes financial planning fundamentals, relationship-building, client discovery, and preparation of comprehensive financial plans and investment strategies, with on-the-job training, mentorship, and ongoing professional development. Placement in an MD Financial Management office to gain practical experience and support toward licensing requirements, with opportunities to learn about Total Wealth Planning and advisory services. The role focuses on building client relationships, preparing post-meeting notes, identifying opportunities, and collaborating with wealth teams to help clients navigate financial decisions. A comprehensive compensation program, flexible benefits, and ongoing education are included. No resume required for new graduates; applicants complete a PLUM profile and participate in a short video interview as part of the application.

Required Qualifications

  • Undergraduate or Master’s degree by January 2027 or recent graduate with <5 years experience
  • interest in wealth advisory and client-focused financial planning
  • strong communication and relationship management skills
  • ability to influence and build consensus
  • organized and proactive with multiple priorities
  • curiosity and collaborative mindset
  • entrepreneurial mindset and problem-solving orientation
Sorce

This role has closed. Sorce can match you with similar open roles and apply on your behalf.

Hiring someone like this?

Get your role in front of qualified candidates on Sorce.

Get started

Scotiabank

Wealth Management Associate Program - MD Financial (Edmonton) - January 2027

Find similar roles