Grow your career in wealth management as a Wealth Associate with Scotiabank, focusing on client needs in Eastern Ontario. Develop skills in client service and relationship management while gaining industry qualifications.

This entry-level role is designed for those looking to advance in the wealth management sector. Wealth Associates will engage with Market Leads, Portfolio Managers, and clients across Whitby, Cobourg, Peterborough, and Port Hope. You’ll receive comprehensive training through the Wealth Associate Advancement Program, focusing on building client-focused skills and managing a portfolio.

Key Responsibilities:
• Understand SJF’s value proposition for clients
• Analyze a portfolio of clients' needs




• Collaborate with Relationship Managers for client service
• Prepare financial reports and recommendations
• Identify opportunities to enhance client relationships

Requirements:
• Post-secondary education in Business or Finance
• Enrollment in CIM or related programs
• Strong desire for ongoing education
• Ability to maintain high client service standards
• Solid interpersonal and communication skills

Excel in wealth management with Scotiabank, focusing on client satisfaction and professional development.
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📌 Wealth Associate in Eastern Ontario
🏢 Scotiabank
📍 Ontario