Wealth Associate Ontario

Kickstart your career as a Wealth Associate with Scotia Jarislowsky Fraser in Barrie, Ontario. This entry-level role offers a chance to build client relationships and enhance financial planning skills.

As part of the Wealth Associate Advancement Program (WAAP), this position is ideal for individuals eager to grow in wealth management. You will work closely with experienced Market Leads and Portfolio Managers to manage client interactions effectively. This role focuses on fostering business development and enhancing your financial service skills.

Key Responsibilities:

• Understand client financial needs and objectives

• Collaborate with Relationship Managers on inquiries

• Prepare reports with Market Leads for presentations

• Support business growth through prospecting efforts

• Ensure compliance with regulatory requirements

Requirements:

• Post-secondary education in Business or Finance

• Enrollment in CIM program

• Strong communication and interpersonal skills

• Ability to manage multiple priorities

• Self-motivated with a team-oriented mindset

Develop essential skills in wealth management and client servicing at Scotia Jarislowsky Fraser while advancing your career.
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