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Scotia Wealth Management
Wealth Associate Growth Role - OntarioScotia Wealth Management • Whitby, Durham Region, CA
Wealth Associate Growth Role - Ontario

Wealth Associate Growth Role - Ontario

Scotia Wealth Management • Whitby, Durham Region, CA
30+ days ago
Job type
  • Full-time
Job description
Elevate your career in finance as a Wealth Associate at Scotia Jarislowsky Fraser in eastern Ontario. This role focuses on client management and business development in a supportive environment. As a Wealth Associate, you will play an integral role in the client relationship cycle at Scotia Jarislowsky Fraser. This growth-oriented entry-level position offers hands-on training in wealth management while working under the guidance of experienced Market Leads. Ideal candidates will have a passion for finance and a desire to achieve regulatory accreditations. Key Responsibilities: • Develop a comprehensive understanding of client financial needs • Support Business Development initiatives and strategies • Timely response to client inquiries demonstrating professionalism • Collaborate on financial planning and client reporting • Uphold compliance with all regulatory standards Requirements: • Post-secondary education in Accounting, Finance, or related fields • Progress towards CIM or completion of CFA is advantageous • Excellent communication and interpersonal skills • Ability to thrive in a fast-paced environment • Eagerness to pursue continuous education and certifications Progress in your finance career while delivering exceptional client service with Scotia Jarislowsky Fraser. #J-18808-Ljbffr
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Wealth Associate Growth Role - Ontario • Whitby, Durham Region, CA

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