Apply on Kit Job: kitjob.ca/job/2g9477

Kickstart your career as a Wealth Associate in a supportive and dynamic environment. Engage in client-focused training and development through the Wealth Associate Advancement Program.
As a Wealth Associate, you’ll gain hands-on experience while collaborating closely with Market Leads and Portfolio Managers. This entry-level position focuses on enhancing relationship management and client servicing skills while gradually taking on responsibilities for client portfolios. The role is tailored for growth opportunities and aims to foster business development skills within the wealth management sector.
Key Responsibilities:
• Support analysis and development of business strategies
• Collaborate with team members to address client needs
• Prepare financial reports and presentations for clients




• Assist in business plan execution to generate leads
• Manage compliance and adherence to regulatory standards
Requirements:
• Post-secondary education in Business, Finance, or related field
• Enrollment in CIM or related accreditation required
• Ability to work independently and in teams
• Strong interpersonal and communication skills
• Self-motivated with a goal-oriented mindset
Enhance your wealth management expertise and advance your career by developing strong client relationships and contributing to business growth.
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Apply on Kit Job: kitjob.ca/job/2g9477

📌 Wealth Associate Development Role (Ottawa)
🏢 Scotiabank
📍 Ottawa