Wealth Management Associate Program (January 2027) - Private Banking (Calgary)
About The Position
The Wealth Management Associate Program is a salaried development program aimed at developing sales and entrepreneurial-minded individuals into a private banking role. The program offers a strong foundation on building core credit underwriting and relationship management skills. We welcome applicants from diverse academic and professional backgrounds who are eager to make a meaningful difference in clients’ lives. Scotia Wealth Management Private Banking offers strategic borrowing solutions and customized personal banking support for high-net worth clients. Private Bankers provide the highest level of personalized and attentive service, helping clients meet their financial goals.
Requirements
- Completing a master’s degree by January 2027, or a recent graduate with less than 5 years of experience.
- Passion for helping others achieve their financial goals.
- Excited about building a long-term career in Credit Advisory.
- Naturally curious, thoughtful, and collaborative.
- Enjoy solving problems that matter to people.
- Strong relationship-building skills and enjoy connecting with others.
- Strong communication skills—listening, asking great questions, and expressing ideas clearly.
- Adaptable, open to feedback, and motivated to grow.
- Organized, proactive, and comfortable managing multiple priorities.
- Entrepreneurial-minded and energized by helping clients navigate important life decisions in a credit advisory capacity.
- Remain positive and resilient when faced with challenges.
- Relationship management skills; the ability to build and maintain strong collaborative client and internal/ external partner relationships.
- Demonstrate an ability to influence, persuade, and build consensus.
Responsibilities
- Develop core credit underwriting and relationship management skills.
- Provide strategic borrowing solutions and customized personal banking support for high-net worth clients.
- Deliver personalized and attentive service to help clients meet their financial goals.
- Gain exposure to credit advisory businesses and their application to an overall wealth strategy.
- Work with wealth teams to gain relevant and practical experience.
- Prepare to attain licensing requirements associated with transitioning into a Wealth Management role.
Benefits
- Comprehensive training and development experience
- Formal web-based and in-person training
- On-the-job learning
- Educational speaker events
- Professional development opportunities
- Ongoing mentorship
- Competitive salary
- Opportunities for annual performance incentives
- Flexible benefits program
- Continuing education programs
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
