The Wealth Associate role has been created to develop client‑focused talent within Scotia Jarislowsky Fraser (SJF). Wealth Associates will be supported through the Wealth Associate Advancement Program (WAAP) and by working closely with Market Leads, Portfolio Managers and Associate Portfolio Managers. Program Managers and Market Leads collaboratively coach and support a Wealth Associate’s growth, maintaining oversight and people‑management responsibilities. This includes formal performance coaching, business‑plan development and determination of best practices for supporting Relationship Managers in managing their book of business. Relationship management and client servicing skills are groomed and enhanced through direct client interactions and collaboration with internal partners and external Centres of Influence, honing SJF’s value proposition. As the Wealth Associate progresses, he or she will be assigned primary relationship‑management responsibilities for specified clients upon meeting milestones in their development plan and under the supervision of the Market Lead. The Wealth Associate will partner with a SJF registrant from the in‑house Team of Experts (Central Registrant & Investment Advisory) to manage client relationships and deliver an optimal client experience. With in‑field experience, the Wealth Associate will begin to work with Scotia Wealth partners to deliver the comprehensive Scotia Wealth Management offering. The Wealth Associate is a key role in the business‑development cycle of individual markets that make up SJF’s footprint across Canada. In this role, the Wealth Associate will enhance their business‑development skills and execute growth strategies to increase SJF’s market reach.



The Wealth Associate position is growth‑oriented and entry‑level, suitable for individuals who expect to advance their career and obtain registrant status with an appropriate provincial regulator. Individuals in this role receive hands‑on learning, qualified skills and knowledge development, and accreditation of required designations (CIM, CFA, CFP). The Wealth Associate understands how the Bank’s risk appetite and risk culture should be considered in day‑to‑day activities and decisions, ensuring that all activities follow internal policies and procedures and gain a thorough knowledge of permissible activities under the regulatory environment. Upon successful completion of the Wealth Associate program and achievement of registrant status, SJF may offer a Relationship Manager position in any of our market locations across Canada.

Accountabilities

Support Overall Market Book of Business

- Ensure a comprehensive understanding of SJF’s value proposition in relation to client financial needs, risk tolerance, and long‑term objectives
- Stay abreast of changes in client circumstances, market factors, capital market and economic conditions
- Support Market Lead & Relationship Managers with analysis of a book of business, development of business‑development strategies for the market, and participation in initiatives to raise the business’ brand, presence and profile in‑market





Client Service & Relationship Management

- Work collaboratively with Market Leads, assigned Relationship Managers and administrators to satisfy client needs
- Respond to client inquiries & servicing needs in a timely, responsive and approachable manner while demonstrating professionalism, emotional intelligence and effective interpersonal skills in all interactions
- Proactively identify strategies to address client needs and discuss them with CRIA, the Market Lead and the Relationship Manager(s), including escalations that require immediate attention
- Prepare, analyze, and present reports and recommendations to clients in collaboration with CRIA and/or the Relationship Manager
- Participate in the development of financial plans with the Relationship Manager
- Review processes and provide recommendations to improve the client experience and enhance delivery effectiveness
- Work closely with the Team of Experts to ensure client life goals are addressed

Business Development

Support assigned Relationship Manager(s)/Region:

- Develop business plan to manage sales activity, including pipeline management and revenue forecasting, referral source development and overall business growth, in alignment with the firm’s established practices
- Conduct prospecting activities to contribute to growth of business
- Execute prospecting plans to develop a healthy pipeline that transitions prospects to becoming SJF clients, using Salesforce to maintain accurate records (pipeline and client information)
- Prepare final draft of client portfolio reports, presentation materials, proposals, meeting agendas and other materials supporting client meetings for the Relationshi

📌 Scotia Jarislowsky Fraser Wealth Associate (Whitby)
🏢 Scotiabank
📍 Whitby