Wealth Management Associate Program - MD Financial - January 2027

Scotiabank•Sudbury, ON

12d•Hybrid

About The Position

The Wealth Management Associate Program is a salaried development program aimed at developing sales and entrepreneurial-minded individuals into a Wealth Advisory role. The program offers a strong foundation in financial planning, relationship building, and client discovery- skills that are highly valued in Advisory careers. We welcome applicants from diverse academic and professional backgrounds who are eager to make a meaningful difference in clients’ lives. MD Financial Management is a national wealth management firm dedicated exclusively to supporting Canada’s physicians and their families. With more than 50 years of physician‑focused experience, MD provides objective advice and comprehensive financial planning tailored to the unique needs of medical professionals, helping them manage, grow, and protect their wealth throughout every stage of their careers. Scotiabank is among the largest banks in the world and is Canada’s most international bank. We are powered by high-performing (and awesome) teammates who make a real difference across the globe as a leading provider of advice, products, digital experiences, and financial services in more than 50 countries. Together with our Digital Factories around the world, we are dedicated to helping over 25 million customers become better-off. At Scotiabank, you’ll grow your skills, be recognized for your contributions, and be encouraged to bring your whole self to work. We are committed to fostering an inclusive environment where diverse perspectives are value and everyone can thrive.

Requirements

Completing an undergraduate or master’s degree by January 2027, or a recent graduate with less than 5 years of experience and a passion for helping others achieve their financial goals.
Excited about building a long‑term career in Wealth Advisory
Naturally curious, thoughtful, and collaborative, and enjoy solving problems that matter to people.
Adaptable, open to feedback, and motivated to grow.
Remain positive and resilient when faced with challenges.
Strong communication and relationship management skills; the ability to build and maintain strong collaborative client and internal/ external partner relationships.
Organized, proactive, and comfortable managing multiple priorities.
Entrepreneurial‑minded and energized by helping clients navigate important life decisions in a sales advisory capacity.
Ability to influence, persuade, and build consensus
Keep current on issues affecting the financial affairs of clients, including a general knowledge of income tax, investment trends and products, as well as any other issues impacting clients.

Responsibilities

Client meeting preparation
Drafting post meeting notes
Identifying next opportunities
Gathering and inputting financial data resulting from discovery conversations
Preparation of comprehensive financial plans
Preparation of specific investment strategies based on MD Management developed and managed optimal portfolio ranges