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Added 1 hour ago
Director of Finance
People's Light
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Senior Manager, Events
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Full-time
…objectives, reinforces brand value, and delivers measurable return on investment. These events are highly visible and involve clients (IA), advisors, business partners as well as senior…
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Senior Manager, Events
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Wealth Advisor Development Program Kanata
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Regional Director, High Net Worth Wealth Planning
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Scotiabank

Wealth Advisor Development Program Kanata

Ottawa, ON, Canada
Kanata, ON, Canada

Experience: 3–5 years of full-time business experience
Posting language: English
Posted: Sep 21, 2026

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Original job description

Requisition ID: 274251

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.

ScotiaMcLeod Wealth Advisor Development Program: Start Date January 4, 2027

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 long-term 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 facilitator-led workshops with self-paced learning to foster growth and development.

WHAT YOU’LL BE DOING

As a participant in the WADP, you will:

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 ScotiaMcLeod’s core values

DO YOU HAVE THE SKILLS

We welcome applicants from all backgrounds who bring diverse perspectives and experiences. You’ll thrive in this program if you have:

3–5 years of full-time 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 goal-oriented, entrepreneurial mindset
Strong verbal and written communication skills

Required:

Prerequisite:

Completion of Canadian Investment Regulatory Organization’s (CIRO) Canadian Investment Regulatory Exam (CIRE)

Upon hire, successful completion within 4 months of the following:

CIRO Retail Securities Exam
CIRO Conduct Training Course
Must be obtained within 12 months of hire date:
Insurance License All courses and registration requirements must be completed and reported through Registrations no later than December 31, 2027

Asset:

Professional designations (Certified Financial Planner, Qualified Associate Financial Planner, Chartered Accountant, Chartered Financial Analyst)
Fluency in a second language (depending on target markets)

WHAT’S IN IT FOR YOU:

A full-service wealth management firm with a proud history and a culture that celebrates growth and innovation
A commitment to being more than wealth professionals - we’re 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 communities - for 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, bank-paid backup childcare days, and access to discounted tutoring services
A guaranteed base salary for your first two years - plus uncapped commission from day one to reward your drive and results

#SWM

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

Participants will support high net worth clients by providing personalized wealth solutions and strategic financial advice. They will also focus on expanding business relationships and contributing to the efficient operations of their team.

Requirements

Candidates must have 3-5 years of full-time business experience and a passion for client engagement. Completion of the Canadian Investment Regulatory Exam (CIRE) is required, with further regulatory certifications needed within the first year.

Skills

Wealth management
Client engagement
Relationship building
Sales
Financial planning
Communication
Strategic advice
Business development
Client discovery
Professional presence
Growth mindset
Investment knowledge

Benefits

Paid parental leave
Backup childcare days
Discounted tutoring services
Guaranteed base salary

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
ScotiaMcLeod
Wealth Advisor Development Program
CIRO
Canadian Investment Regulatory Exam
Retail Securities Exam
Conduct Training Course
Insurance License
Certified Financial Planner
Qualified Associate Financial Planner
Chartered Accountant
Chartered Financial Analyst
High net worth
Financial planning
Sales
Business succession
Client discovery
Enriched Thinking
Investment
Advisory

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