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Added 2 mins ago
Career opportunities: Post Office Assistant - Term
Jobbe
PE · Prince, PE
Temporary
Added 33 mins ago
Banking Advisor
National Bank of Canada
Montreal, QC
Full-time
A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your…
Added 33 mins ago
Bookkeeper, ease Cloud Accounting Services
ACCA Careers
Saskatoon, SK
Full-time
…clients’ unique needs within a rapidly evolving business and financial reporting landscape. As a trusted advisor, you’ll use cutting-edge…
Added 33 mins ago
Member Advisor (Part - Time, Willoughby Branch)
Envision Financial
Langley (District), BC · Langley, BC
$24.05 to $25.74 USD / hour
Part-time
The Member Advisor delivers front line service by identifying and responding to member needs through thoughtful financial conversations. This role enhances digital literacy by assisting…
Added 1 hour ago
Financial Security Advisor, Insurance- EN
RBC Insurance
Rimouski, QC
Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) (Financial Security Advisor) you provide integrated life insurance planning and advice to your existing network of referrals and…
Added 1 hour ago
Financial Services Associate - Business Banking
CIBC
Cambridge, ON · Guelph, ON · Kitchener, ON · Whitby, ON
Full-time
Added 1 hour ago
Cell Phone Advisor
the WIRELESS kiosk @Costco / le kiosque SANS-FIL @Costco
AB · Edmonton, AB
Full-time
Added 2 hours ago
Manager, Assurance and Accounting
ACCA Careers
Cranbrook, BC
Full-time
…clients’ unique needs within a rapidly evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored…
Added 2 hours ago
Commercial Account Manager
Creston & District Credit Union
Creston, BC
Full-time
Added 3 hours ago
Insurance Advisor
Western Financial Group
Nanaimo, BC
Full-time
Join a national team where people, purpose, and community come first. Western Financial Group was named a 2025 Top Insurance Employer by Insurance Business Canada and is home to more than…
Added 3 hours ago
Account Service Advisor - Service Management - FTR
NTT DATA North America
Burnaby, BC
Full-time
We are currently seeking a Account Service Advisor - Service Management - FTR to join our team in Burnaby, British Columbia (CA-BC), Canada (CA).
Added 3 hours ago
Client Service Advisor
Insight Global
Montreal, QC
Contract
The Dedicated Client Service Advisor (DCSA) is the single point of contact for an assigned portfolio of commercial clients. This role delivers end to end ownership of daily operational…
Added 3 hours ago
Associate Student Recruiter and Advisor, On-Campus
The University of British Columbia
Kelowna, BC
$5,692.25 to $8,179.5 CAD / month
Full-time
Added 3 hours ago
International Office Coordinator
Employment Solutions - Sault College
Kirkland Lake, ON
Full-time
Added 3 hours ago
Intern – Associate, Investment Products and Platforms
iA Financial Group (Industrial Alliance)
Toronto, ON
$23.5 to $29.5 CAD / hour
Internship
Added 3 hours ago
Senior Manager, Canadian Tax
AtkinsRéalis
Montreal, QC
Full-time
Added 4 hours ago
Financial Planner Relationship- EN
RBC
Montreal, QC
Full-time
As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial…
Added 4 hours ago
Senior Product Security Engineer
Snyk
Ottawa, ON · Greater Ottawa Metropolitan Area
Full-time
Added 4 hours ago
Retail Site Assurance Advisor
Shell
Calgary, AB
Full-time
Shell is seeking a Retail Site Assurance Advisor to join its team in Calgary.
Added 4 hours ago
Associate Student Recruiter and Advisor, On-Campus
University of British Columbia
Kelowna, BC · UBCO | University Centre (UNC)
$5,692.25 to $8,179.5 CAD / month
Full-time
Added 4 hours ago
Financial Security Advisor, Insurance- EN
RBC Insurance
Drummondville, QC
Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) (Financial Security Advisor) you provide integrated life insurance planning and advice to your existing network of referrals and…
Added 4 hours ago
Financial Security Advisor, Insurance- EN
RBC Insurance
Saint-Constant, QC · St Constant, QC
Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) (Financial Security Advisor) you provide integrated life insurance planning and advice to your existing network of referrals and…
Added 4 hours ago
Financial Security Advisor, Insurance- EN
RBC Insurance
Mascouche, QC
Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) (Financial Security Advisor) you provide integrated life insurance planning and advice to your existing network of referrals and…
Added 4 hours ago
Financial Security Advisor, Insurance- EN
RBC Insurance
Saint-Jérôme, QC · St-Jérôme, QC
Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) (Financial Security Advisor) you provide integrated life insurance planning and advice to your existing network of referrals and…
Added 4 hours ago
Financial Security Advisor, Insurance- EN
RBC Insurance
Pointe-Claire, QC
Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) (Financial Security Advisor) you provide integrated life insurance planning and advice to your existing network of referrals and…

Scotiabank

ScotiaMcLeod Wealth Advisor Development Program - Kanata

Ottawa, ON, Canada
Kanata, ON, Canada

Experience: 3 to 5 years of relevant professional experience and/or a post-secondary degree in Business, Commerce, Finance, or a related field.
Posting language: English
Posted: Sep 23, 2026

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Original job description

Requisition ID: 274535

ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by understanding their complete financial picture - life, family, business, and future.

Our signature Enriched Thinking® approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions. You’ll be supported by an innovative, team-based environment that values integrity, client focus, and continuous growth.

At ScotiaMcLeod, you’re not just building a career - you’re joining a firm where ideas spark, collaboration thrives, and you’re empowered to reach your full potential while making a real impact in your clients' lives.

Scotia McLeod Wealth Advisor Development Program
Start Date: January 4, 2027

At Scotia McLeod, Wealth Advisors help high-net-worth clients achieve their financial goals through trusted advice and personalized wealth management solutions. By developing long-term relationships, our advisors provide strategic guidance tailored to each client's evolving needs. The Wealth Advisor Development Program (WADP) is designed to support advisor succession planning, grow the next generation of Wealth Advisors, and ensure clients continue to receive exceptional advice and service. Offered twice annually, this three-month development program combines facilitator-led training with self-directed learning to build the skills, knowledge, and confidence required for success in wealth management.

What You'll Do

As a participant in the WADP, you will:

Develop your expertise in client engagement, communication, professional presence, and discovery conversations.
Apply strategic wealth management concepts to support client planning and business development activities.
Build the skills and mindset required to grow and manage a successful advisory practice.
Strengthen your ability to establish and maintain meaningful client relationships.
Contribute to the success of your team while upholding Scotia McLeod's values and commitment to client service.

What You Bring

3 to 5 years of relevant professional experience and/or a post-secondary degree in Business, Commerce, Finance, or a related field.
A strong interest in wealth management and client relationship building.
Experience in a sales, business development, or client-facing environment.
An entrepreneurial, results-oriented mindset with a desire to build a book of business.
Strong written and verbal communication skills.
Previous experience in financial services, sales, or a related profession is considered an asset.

Required QualificationsPrerequisite (required before hire):

Completion of the Canadian Investment Regulatory Organization (CIRO) Canadian Investment Regulatory Exam (CIRE).
Completion of the CIRO Retail Securities Exam.

Required following hire:

Successful completion of the CIRO Conduct Training Course within four months of hire.
Insurance licence obtained within 12 months of hire.

All licensing, registration, and educational requirements must be completed and reported through Registrations no later than December 31, 2027.

Preferred Qualifications

Professional designations such as CFP®, QAFP™, CFA®, CPA®, or equivalent.
Fluency in a second language aligned to target client markets.

What We Offer

A respected, full-service wealth management firm with a strong reputation and commitment to innovation.
Comprehensive training, mentorship, and development opportunities to support your long-term success.
An entrepreneurial environment that encourages growth, collaboration, and professional advancement.
A leadership team that values diverse perspectives and supports career development.
A collaborative and inclusive culture where employees are empowered to make a meaningful impact.
A flexible and comprehensive benefits program, including paid parental leave, bank-funded backup childcare, and access to discounted tutoring services.
A guaranteed base salary for your first two years, plus uncapped commission from day one.

Join Scotia McLeod and build a rewarding career helping clients achieve their financial goals while developing your future as a trusted Wealth Advisor.

Location(s): Canada : Ontario : Kanata

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.

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More about this job

Responsibilities

Develop client engagement, communication, discovery, and wealth management skills while supporting client planning and business development. Build and maintain meaningful client relationships, contribute to the team, and develop the capabilities needed to grow and manage a successful advisory practice.

Requirements

Applicants should have 3 to 5 years of relevant professional experience and/or a post-secondary degree in business, commerce, finance, or a related field, along with client-facing or sales experience and a strong interest in wealth management. Before hire, candidates must complete the CIRO Canadian Investment Regulatory Exam and CIRO Retail Securities Exam; after hire, they must complete CIRO Conduct Training within four months and obtain an insurance licence within 12 months.

Skills

Client Engagement
Communication
Professional Presence
Discovery Conversations
Strategic Wealth Management
Client Planning
Business Development
Advisory Practice Management
Client Relationship Building
Sales
Entrepreneurial Mindset
Results Orientation
Written Communication
Verbal Communication
Investment Advice
Wealth Planning

Benefits

Paid Parental Leave
Backup Childcare
Discounted Tutoring Services
Guaranteed Base Salary for the First Two Years
Uncapped Commission

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
ScotiaMcLeod
Wealth Advisor Development Program
High-Net-Worth Clients
Client Engagement
Investment Advice
Wealth Planning
Financial Planning
Business Development
Advisory Practice
Sales
Canadian Investment Regulatory Organization
Canadian Investment Regulatory Exam
Retail Securities Exam
Conduct Training Course
Insurance Licence
CFP
QAFP
CFA
CPA
Client Discovery
Professional Presence
Succession Planning
Financial Services

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