Scotia Jarislowsky Fraser Wealth Associate

Requisition . Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Wealth Associate role has been created as a means to develop client-focused talent in Scotia Jarislowsky Fraser (SJF). Wealth Associates will be supported in their development through the Wealth Associate Advancement Program (WAAP) and by working closely with Market Leads, Portfolio Managers and Associate Portfolio Managers.

The WAAP is designed to provide technical and readiness training to Wealth Associates to support their in-role development. Program Managers and Market Leads will coach and support a Wealth Associate’s growth, with the Market Lead maintaining oversight and people management responsibility. This oversight includes formal performance coaching, business plan development and determination of best approach in supporting Relationship Managers in the overall management of their book of business.

In doing so, relationship management and client servicing skills are groomed and enhanced. Skills are further developed with direct client interactions, interactions with internal partners and external Centres of Influence, and honing SJF’s value proposition – the underlying principles of our business. As the Wealth Associate progresses, he/she will be assigned primary relationship management responsibilities for specified clients on achievement of milestones in their personalized development plan and under the supervision of the Market Lead.

The Wealth Associate will partner with a SJF registrant who is part of our in-house Team of Experts (Central Registrant & Investment Advisory) to manage client relationships and deliver an optimal experience. As the Wealth Associate gains in-field experience, they 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 spend time enhancing their business development skills and executing on growth strategies to increase SJF’s reach in the market. The Wealth Associate role is a growth-oriented and entry-level position, suitable for individuals who expect to advance their career and obtain registrant status with an appropriate provincial regulator. Individuals in this role will be supported through hands‑on learning, professional skill development, and accreditation of required designations (CIM, CFA, CFP).

The Wealth Associate understands how the Bank’s risk appetite and 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.

• Ensure a comprehensive understanding of SJF’s value proposition in relation to client’s 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 the analysis of a book of business (portfolio of clients), development of business development strategies for market supported by Wealth Associate, and participation in initiatives to raise the business’ brand, presence and profile in-market

• 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 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,…