Requisition ID: 252792 ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is a fullservice wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, were committed to helping clients grow and protect their wealth by understanding their complete financial picturelife, family, business, and future. Our signature Enriched Thinking approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions. Youll be supported by an innovative, teambased environment that values integrity, client focus, and continuous growth. At ScotiaMcLeod, youre not just building a careeryoure joining a firm where ideas spark, collaboration thrives, and youre empowered to reach your full potential while making a real impact in your clients' lives. Purpose ScotiaMcLeod Wealth Advisor Development Program: At ScotiaMcLeod, our Wealth Advisors support high net worth clients in achieving peace of mind by offering trusted advice and personalized total wealth solutions tailored to their short, medium, and longterm life goals. The Wealth Advisor Development Program (WADP) is designed to support business succession planning, expand our advisor community, and ensure our clients continue to receive exceptional guidance and customized solutions. Held twice a year over three months, the program blends facilitatorled workshops with selfpaced learning to foster growth and development. What Youll Be Doing Strengthen your confidence in key areas such as communication, professional presence, and client discovery Learn to apply strategic advice and insights to set actionable development goals Cultivate a growth mindset and gain tools to help expand existing businesses and build new client relationships Contribute to the effective and efficient operations of your team, aligned with ScotiaMcLeods core values Do You Have The Skills We welcome applicants from all backgrounds who bring diverse perspectives and experiences. Youll thrive in this program if you have: 35 years of fulltime business experience A passion for client engagement and relationship building Experience in a sales environment and an interest in growing your own book of business A background in finance, sales, or a professional designation (considered an asset) A goaloriented, entrepreneurial mindset Strong verbal and written communication skills Required Canadian Securities Institute (CSI) Courses: Completion of the Canadian Securities Courses (CSC I and II) is required Must be enrolled in Conduct and Practices Handbook (CPH) Upon hire, successful completion of: ScotiaMcLeod RR Dealer Member Training ScotiaMcLeod Wealth Advisor Development Program (WADP) Must be obtained within 12 months of hire date: Insurance License Wealth Management Essentials (WME), OR Retail Securities Exam, launched in 2026 All courses and registration requirements must be completed and reported through Registrations no later than December31,2026 Asset Professional designations (Certified Financial Planner, Qualified Associate Financial Planner, Chartered Accountant, Chartered Financial Analyst) Fluency in a second language (depending on target markets) Whats In It For You A fullservice wealth management firm with a proud history and a culture that celebrates growth and innovation A commitment to being more than wealth professionalswere trusted allies who foster collaboration and empower each other to thrive A leadership team that values your voice and works with you to move ideas forward An entrepreneurial environment that supports your career development and personal growth A workplace that makes a meaningful impact in our communitiesfor both clients and team members An inclusive, respectful, and collaborative culture where everyone can find purpose and fulfillment An inclusive, flexible and comprehensive benefits program which includes paid parental leave for all eligible parents, bankpaid backup childcare days, and access to discounted tutoring services A guaranteed base salary for your first two yearsplus uncapped commission from day one to reward your drive and results #SWM Location(s): Canada : Ontario : Ottawa Scotiabank is a leading bank in the Americas. Guided by our purpose: 'for every future', we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted. #J-18808-Ljbffr
Job Title
ScotiaMcLeod Wealth Advisor Development Program - Ottawa