Scotia Jarislowsky Fraser Wealth Associate - Eastern Ontario Region

The Wealth Associate role has been created to develop client‑focused talent within Scotia Jarislowsky Fraser (SJF). Wealth Associates will be supported through the Wealth Associate Advancement Program (WAAP) and by working closely with Market Leads, Portfolio Managers and Associate Portfolio Managers. Program Managers and Market Leads collaboratively coach and support a Wealth Associate’s growth, maintaining oversight and people‑management responsibilities. This includes formal performance coaching, business‑plan development and determination of best practices for supporting Relationship Managers in managing their book of business. Relationship management and client servicing skills are groomed and enhanced through direct client interactions and collaboration with internal partners and external Centres of Influence, honing SJF’s value proposition. As the Wealth Associate progresses, he or she will be assigned primary relationship‑management responsibilities for specified clients upon meeting milestones in their development plan and under the supervision of the Market Lead. The Wealth Associate will partner with a SJF registrant from the in‑house Team of Experts (Central Registrant & Investment Advisory) to manage client relationships and deliver an optimal client experience. With in‑field experience, the Wealth Associate 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 enhance their business‑development skills and execute growth strategies to increase SJF’s market reach. The Wealth Associate position is growth‑oriented and entry‑level, suitable for individuals who expect to advance their career and obtain registrant status with an appropriate provincial regulator. Individuals in this role receive hands‑on learning, professional skills and knowledge development, and accreditation of required designations (CIM, CFA, CFP). The Wealth Associate understands how the Bank’s risk appetite and risk 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.

Accountabilities

Support Overall Market Book of Business

• Ensure a comprehensive understanding of SJF’s value proposition in relation to client 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 analysis of a book of business, development of business‑development strategies for the market, and participation in initiatives to raise the business’ brand, presence and profile in‑market

Client Service & Relationship Management

• 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 while 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 the Team of Experts to ensure client life goals are addressed

Business Development

Support assigned Relationship Manager(s)/Region:

• Develop 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
• Conduct prospecting activities to contribute to growth of business
• Execute prospecting plans to develop a healthy pipeline that transitions prospects to becoming SJF clients, using Salesforce to maintain accurate records (pipeline and client information)
• Prepare final draft of client portfolio reports, presentation materials, proposals, meeting agendas and other materials supporting client meetings for the Relationship Manager
• Maintain a solid understanding of client needs and objectives to identify opportunities to expand the relationship across the Scotia Wealth offering
• Implement business‑planning practices to manage activities that grow the business through lead identification, prospect development and existing client relationships
• Manage event‑based marketing programs, including development, approvals and implementation of seminars, branch presentations, workshops with internal partners and externally (e.g., Clients, Centres of Influence)
• Follow up on prospects and leads, including those associated with Centres of Influence
• Work with Market Leads and Relationship Managers to develop and distribute client communication and marketing materials
• Maintain awareness and ensure compliance with 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
• Participate in all aspects of compliance and the identification of actions or changes in policy or procedures to remediate non‑compliance in the business
• Minimize the Bank’s overall exposure to risk
• Support Portfolio Managers and Associate Portfolio Managers in maintaining client portfolios in accordance with established firm strategy, including utilizing the Central Portfolio Models and pools, focusing on client segmentation and client risk appetite
• Adhere to bank and firm standards, policies and business practices to ensure that SJF meets regulatory and compliance requirements for new and existing accounts
• Escalate, document and report any unusual occurrences, suspicious or fraudulent activities, as per established procedures

Career Development / Program Milestones

We offer industry‑leading development programmes that combine self‑study, hands‑on practical experience and exposure. The programme is customised to help you advance your career, with clearly defined criteria and timely tracking of success to progress within the role and further into the SJF business. Progression is dependent on different milestone completions:

• Achieving accreditation(s)
• Meeting defined performance thresholds
• Acquiring experience
• Displaying minimum skill levels to supervisor

Team Membership

• Contribute to the effective and positive functioning of the SJF team and partners
• Foster and develop a strong, positive team environment, driving employee empowerment, innovation and a high degree of engagement
• Build effective working relationships across the team and with various business lines, internal and external stakeholders
• Maintain a high level of client service and effectively resolve / escalating client issues as required
• Facilitate a culture of open and honest communication
• Actively participate and contribute to coaching sessions, touch‑bases and team meetings
• Encourage the generation of new ideas and approaches
• Actively share knowledge and experience to enhance the development of all team members
• Scotiabank is committed to providing a healthy work environment that is free from discrimination, harassment and violence. We are responsible for creating a caring, welcoming, professional and supportive environment that is safe and secure for all, including employees and clients.
• We rely on and value the talents, ideas, diversity and commitment of thousands of employees, business partners and stakeholders around the world to deliver outstanding service to our clients. Central to our relationship is the principle of mutual respect.

Education / Experience

• Post‑secondary education (Business, Economics, Accounting, Finance)
• CSC qualification
• CIM, or in the process of attaining CIM accreditation
• Enrollment in or completion of CFA program is an asset
• Strong knowledge, enrollment in or completion of Financial Planning (CFP) is an asset
• Strong knowledge, enrollment in or completion of Insurance (LLQP) is an asset
• Industry experience and/or investment‑management knowledge is an asset
• Working knowledge of products and services offered by Scotiabank partners is an asset
• Team results / goal‑oriented
• Self‑motivated and disciplined
• Ability to work independently and within a team environment
• Ability to balance multiple and often conflicting priorities
• Desire to work in a dynamic, fast‑paced environment

Ongoing Education / Development

• Must complete CIM within 24 months
• Must be willing to work towards the achievement of registrant status with a provincial securities commission

Locations

Canada: Ontario – Whitby, Cobourg, Peterborough, Port Hope

Scotiabank is a leading bank that values the unique skills and experiences of every individual and is committed to an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let our Recruitment team know.

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