Entry-Level Wealth Associate Role (Whitby)

Entry-Level Wealth Associate Role (Whitby)

16 Oct
|
Scotiabank
|
Whitby

16 Oct

Scotiabank

Whitby

Start your journey in wealth management with Scotia Jarislowsky Fraser as a Wealth Associate. This entry-level role is designed for those eager to develop their career in client servicing and business growth.The Wealth Associate position offers a comprehensive learning experience through the Wealth Associate Advancement Program. You'll work alongside experienced Market Leads and Portfolio Managers, focusing on developing robust client relationships and supporting business opportunities while adhering to compliance standards.Key Responsibilities:Enhance understanding of client financial situationsRespond to client inquiries effectivelyDevelop strategic business plans for relationship growthConduct client portfolio analysis and presentationsAssist in marketing seminars and workshopsRequirements:Post-secondary education in Business or FinanceMust hold a CSC qualificationIn pursuit of CIM or CFP designations preferredSolid interpersonal and communication skillsAbility to work both independently and in teamsEmbark on a rewarding career path with Scotia Jarislowsky Fraser, where your growth in wealth management begins.

📌 Entry-Level Wealth Associate Role (Whitby)
🏢 Scotiabank
📍 Whitby

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