24 Oct
|
Scotia Wealth Management
|
Canada
24 Oct
Scotia Wealth Management
Canada
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 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 fast-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 (Canada)
🏢 Scotia Wealth Management
📍 Canada