Elevate your career in finance as a Wealth Associate at Scotia Jarislowsky Fraser in eastern Ontario. This role focuses on client management and business development in a supportive setting.
As a Wealth Associate, you will play an integral role in the client relationship cycle at Scotia Jarislowsky Fraser. This growth-oriented entry-level position offers hands-on training in wealth management while working under the guidance of experienced Market Leads. Ideal candidates will have a passion for finance and a desire to achieve regulatory accreditations.
Key Responsibilities:
• Develop a comprehensive understanding of client financial needs
• Support Business Development initiatives and strategies
• Timely response to client inquiries demonstrating professionalism




• Collaborate on financial planning and client reporting
• Uphold compliance with all regulatory standards
Requirements:
• Post-secondary education in Accounting, Finance, or related fields
• Progress towards CIM or completion of CFA is advantageous
• Excellent communication and interpersonal skills
• Ability to thrive in a rapid-paced workplace
• Eagerness to pursue continuous education and certifications
Progress in your finance career while delivering exceptional client service with Scotia Jarislowsky Fraser.
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📌 Wealth Associate Growth Role Ontario Whitby
🏢 Scotia Wealth Management
📍 Whitby