Verified Job
Accounting - Finance
ScotiaMcLeod Wealth Advisor Development Program, Calgary
Accounting - Finance
#542299
Remote / WFH
Job Description
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.
ScotiaMcLeod Wealth Advisor Development Program:
Purpose:
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
Fully licensed as an Investment Representative through CIRO (CSC, CPH & IR Training)
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.
ScotiaMcLeod Wealth Advisor Development Program:
Purpose:
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
Fully licensed as an Investment Representative through CIRO (CSC, CPH & IR Training)
