Wealth Associate At Scotia Jarislowsky Fraser

Overview

Elevate your career with Scotia Jarislowsky Fraser as a Wealth Associate. This entry-level role focuses on client relationships, business development, and financial planning in Barrie, Ontario.

The Wealth Associate is a crucial position for those aspiring to advance in the wealth management sector. You will gain hands-on experience through the Wealth Associate Advancement Program (WAAP), developing skills in relationship management, client servicing, and business development strategies. Supported by experienced Market Leads and Portfolio Managers, you will engage in direct client interactions and learn to navigate the financial landscape.

• Understand client financial needs and objectives
• Collaborate with Relationship Managers to satisfy client inquiries
• Prepare and present reports with Market Leads
• Support business growth through prospecting and pipeline management
• Ensure compliance with all regulatory requirements

• Post-secondary education in Business or Finance
• Enrollment in CIM program
• Robust communication and interpersonal skills
• Ability to handle multiple priorities
• Self-motivated and team-oriented mindset
• Ability to embrace a growth-oriented setting while developing essential wealth management skills at Scotia Jarislowsky Fraser