Wealth Management Associate January 2027
S
Scotiabank
📍 edmonton, division no. 11, Canada
Job Description
Launch your career with MD Financial Management's Wealth Management Associate Program starting January 2027 in Edmonton. This role focuses on financial planning and relationship building to support physicians.
MD Financial Management is seeking eager candidates for its salaried Wealth Management Associate Program. The program cultivates sales and entrepreneurial-minded individuals for a Wealth Advisory role, offering foundational skills in financial planning and client discovery. Ideal candidates are those who are excited about building a career in Wealth Advisory while delivering impactful services to clients.
Key Responsibilities:
• Prepare comprehensive financial plans for clients
• Conduct client meetings and document relevant notes
• Manage and input financial data from discovery conversations
• Build and maintain strong client relationships
• Stay updated on investment trends and financial issues
Requirements:
• Undergraduate or master’s degree expected...
MD Financial Management is seeking eager candidates for its salaried Wealth Management Associate Program. The program cultivates sales and entrepreneurial-minded individuals for a Wealth Advisory role, offering foundational skills in financial planning and client discovery. Ideal candidates are those who are excited about building a career in Wealth Advisory while delivering impactful services to clients.
Key Responsibilities:
• Prepare comprehensive financial plans for clients
• Conduct client meetings and document relevant notes
• Manage and input financial data from discovery conversations
• Build and maintain strong client relationships
• Stay updated on investment trends and financial issues
Requirements:
• Undergraduate or master’s degree expected...