ScotiaMcLeod Wealth Advisor Development Program - Hamilton - #442726

Requisition ID: 222861

Employee Referral Program – Potential Reward: $0.00

As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.

When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.

Purpose

ScotiaMcLeod Wealth Advisor Development Program:

ScotiaMcLeod Wealth Advisors help high net worth clients achieve peace of mind by providing trusted advice and tailored total wealth solutions to meet their short, medium, and long term life goals.

The purpose of the Wealth Advisor Development Program (WADP) is to implement business succession planning to grow the advisor population and ultimately provide high net worth clients with trusted advice and tailored solutions.

The program is held twice a year for three months with a blended approach including facilitator-led workshops and self-study courses.

What You’ll Be Doing

In this Program you will:

• Build confidence in your abilities, including communication, professional presence and understanding of the sales process and conducting client discovery
• Learn how to apply advice, strategies, and insights, translating them into actionable development goals
• Develop a growth mindset where you will have the tools and solutions to contribute to the growth of existing businesses and development of new client relationships
• Learn how to actively pursue effective and efficient operations of your respective areas in accordance with ScotiaMcLeod’s Values.
  
  

Do You Have The Skills

We’d love to have you join this program if you have:

• 3-5 years of full-time business experience
• Client contact and relationship building
• Experience in a sales environment with skills in building your own book of business
• A background in finance, sales or a professional designation considered an asset
• An entrepreneurial or target-driven mindset
• Highly effective verbal and written communication skills
  
  

Required

• Post Secondary education
• CSC I & II - CPH can be completed during the RR licensing process
  
  

Upon Hire, Successful Completion Of

• The self-study CIRO Registered Representative 90-Day Licensing Program
• ScotiaMcLeod Wealth Advisor Development Program (WADP)
• Insurance License within 12 months of hire date
• WME within 18 months of being licensed as Registered Representative
  
  

Asset

• Professional designations (Certified Financial Planner, Qualified Associate Financial Planner, Chartered Accountant, Chartered Financial Analyst)
• Second language an asset depending on target markets
  
  

What’s In It For You

• ScotiaMcLeod is a full-service wealth management firm with a rich history, a proud and unique culture, with growth opportunities
• Our promise is simple, to be more than wealth professionals, to be trusted allies and to nurture a culture where ideas spark, collaboration ignites and everyone is empowered to reach their full potential.
• Our management team are accomplished leaders in the Wealth Management industry who are approachable, want to hear your ideas and move solutions forward together.
• Our entrepreneurial environment fosters opportunities to enhance your skills, knowledge and further grow your career.
• An organization committed to making a difference in our communities– for you and our clients.
• An inclusive and collaborative culture that enables employees to thrive and find fulfillment in their work.
  
  

Location(s): Canada : Ontario : Hamilton