ScotiaMcLeod Wealth Advisor Development Program - Ottawa

Requisition ID: 252792

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:

Purpose:

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, 2026

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
#SWMPurpose:
#LI-CB1

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:

• Canadian Securities Institute (CSI) Courses: Completion of the Canadian Securities Courses (CSC I and II) is required Must be enrolled in Conduct and Practices Handbook (CPH)
• Upon hire, successful completion of: ScotiaMcLeod RR Dealer Member Training ScotiaMcLeod Wealth Advisor Development Program (WADP)
• Must be obtained within 12 months of hire date: Insurance License Wealth Management Essentials (WME),OR Retail Securities Exam, launched in 2026
• All courses and registration requirements must be completed and reported through Registrations no later than December 31, 2026

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

#L1-CB1 #SWM

LI-O#LI-CB1nsite #LI-HA1