Leverage your relationship management skills as a Wealth Manager at Scotia Jarislowsky Fraser! This non-registrant role focuses on HNW clients and personal growth.
As a Wealth Manager, you will rely on your CSC and business development experience to build and nurture HNW relationships. The role emphasizes acquiring clients, delivering high-quality advice, and ensuring compliance with internal policies. You'll collaborate with an inclusive team committed to achieving excellence.
Key Responsibilities: • Acquire current HNW clients through effective networking • Establish deep, trusting client relationships • Deliver tailored wealth solutions across various areas • Ensure compliance with KYC documentation requirements • Collaborate with colleagues to deliver comprehensive client services
Requirements: • CSC certification required; CIM preferred • Business development experience with HNW clients • Strong communication and relationship-building skills • Desire to pursue further wealth management certifications • Post-secondary education in Finance or related fields
Join SJF to build long-term client relationships and thrive in a supportive environment. #J-18808-Ljbffr