Wealth Associate at Scotia Jarislowsky Fraser

Location: Southwestern Ontario

Elevate your career with Scotia Jarislowsky Fraser as a Wealth Associate in Waterloo. Engage in hands-on client interactions while honing your relationship management and business development skills.

This entry-level position is designed for those eager to develop their client-focused talents. Wealth Associates will benefit from the Wealth Associate Advancement Program (WAAP), receiving training and mentorship from Market Leads and Portfolio Managers. This role emphasizes building client relationships, understanding their financial needs, and supporting business growth through collaboration.

Key Responsibilities:

• Understand SJF’s value proposition for clients' financial goals

• Collaborate with Market Leads and Relationship Managers

• Prepare client reports and presentations

• Support prospecting and sales activities

• Engage in compliance and risk management practices

Requirements:

• Post-secondary education in Business or Finance

• Enrollment or completion of CIM, CFA, or CFP programs

• Strong relationship management and interpersonal skills

• Self-motivated and team-oriented mindset

• Ability to manage multiple tasks effectively

Contribute to Scotia Jarislowsky Fraser's success while advancing your career in wealth management.
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