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Job Description & How to Apply Below
Build wealth advisory expertise at Scotia Mc Leod in Kanata through client engagement, communication, and personalized wealth management learning. The program starts January 5, 2027.
The three-month Wealth Advisor Development Program supports advisor succession planning and develops the next generation of Wealth Advisors. Participants combine facilitator-led training with self-directed learning while applying strategic wealth management concepts. The program also builds skills for client planning, business development, and meaningful relationships.
Key Responsibilities:- Develop client engagement, communication, and discovery conversation expertise
- Apply strategic wealth management concepts to client planning
- Support business development activities and advisory practice growth
- Build meaningful, long-term client relationships
- Contribute to team success and client service
- Three to five years of relevant professional experience or post-secondary education
- Experience in sales, business development, or client-facing environments
- Strong interest in wealth management and relationship building
- Entrepreneurial, results-oriented mindset focused on building business
- Required CIRO exams completed before hire
Develop trusted wealth advisory capabilities through Scotia Mc Leod training, strategic planning, client relationships, and business development.
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