Scotia Jarislowsky Fraser Wealth Associate - Waterloo

Requisition

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

• 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, 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 the 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, analyze, and present reports and recommendations to clients in collaboration with CRIA and/or the Relationship Manager.
• Participate in the development of financial plans with the Relationship Manager.
• Review processes and provide recommendations to improve the client experience and enhance delivery effectiveness.
• Work closely with Team of Experts to ensure client life goals are addressed.

• with business plan to manage sales activity, including pipeline management and revenue forecasting, referral source development and overall business growth, in alignment with the firm’s established practices
• with conducting prospecting activities to contribute to growth of business
• with executing prospecting plans to develop a healthy pipeline that will see prospects transition to becoming SJF clients, using Salesforce to maintain accurate records (pipeline and client information)
• with preparing final draft of client portfolio reports, presentation materials, proposals, meeting agendas and other materials supporting client meetings for the Relationship Manager
• with maintaining a solid understanding of client needs and objectives to identify opportunities to expand the relationship across the Scotia Wealth offering
• with business planning practices to manage activities that grow the business through lead identification, prospect development and existing client relationships
• with managing event-based marketing programs, including development, approvals and implementation of seminars, branch presentations, workshops both with internal partners and externally (e.g., Clients, Centers of Influence)
• with prospects and follow up on leads including those associated with Centers of Influence
• work with the Market Leads and Relationship Managers to develop and distribute client communication and marketing materials

• Maintaining awareness and ensuring compliance/adherence to all procedures, regulatory activities and guidelines including Privacy, Anti-Money Laundering, Anti-Terrorist Financing, FCAC, Know your Client, Occupational Health & Safety and Guidelines for Business Conduct
• Participating in all aspects of compliance and the identification of actions or changes in policy and/or procedures in order to remediate non-compliance in the business.
• Minimize the Bank’s overall exposure to risk
• Support the Portfolio Managers and Associate Portfolio Managers in maintaining client portfolios in accordance with established firm strategy which includes, utilizing the Central Portfolio Models and pools, focusing on client segmentation and client’s risk appetite
• Adhere to bank and firm standards, policies and business practices to ensure that SJF is meeting the appropriate regulatory and compliance requirements as they relate to both new and existing accounts
• Escalate, document and report any unusual occurrences, suspicious or…