06 Sep
|
Scotia Wealth Management
|
Whitby
06 Sep
Scotia Wealth Management
Whitby
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 environment. 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 environment
- Eagerness to pursue continuous education and certifications
Progress in your finance career while delivering exceptional client service with Scotia Jarislowsky Fraser.
📌 Wealth Associate Growth Role - Ontario (Whitby)
🏢 Scotia Wealth Management
📍 Whitby