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Scotia Jarislowsky Wealth Associate
Job Description & How to Apply Below
Start your career in Barrie, Ontario as a Wealth Associate at Scotia Jarislowsky, focusing on building client relationships and enhancing business development skills. This program is designed for growth and learning.
The Wealth Associate role provides a unique opportunity to gain firsthand experience in wealth management. Through the Wealth Associate Advancement Program, you'll work closely with seasoned professionals, supporting them in client services and business strategies. This position emphasizes career development and accreditation, preparing you for future roles in wealth management.
Key Responsibilities:
• Understand and analyze client financial objectives
• Assist with comprehensive client services alongside Relationship Managers
• Contribute to developing and executing business strategies
• Prepare relevant client documents and presentations
• Engage with internal and external partners for client success
Requirements:
• Educational background in Finance or related fields
• Enrolled in CIM or similar courses
• Strong analytical skills and client service orientation
• Ability to handle multiple priorities efficiently
• Commitment to ongoing development and learning
Build a rewarding career at Scotia Jarislowsky, where you'll develop core skills in wealth management and client relationships.
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Position Requirements
10+ Years
work experience
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