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 needsSupport Business Development initiatives and strategiesTimely response to client inquiries demonstrating professionalismCollaborate on financial planning and client reportingUphold compliance with all regulatory standardsRequirements:Post-secondary education in Accounting, Finance, or related fieldsProgress towards CIM or completion of CFA is advantageousExcellent communication and interpersonal skillsAbility to thrive in a fast-paced environmentEagerness to pursue continuous education and certificationsProgress in your finance career while delivering exceptional client service with Scotia Jarislowsky Fraser.