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Scotia Wealth Management
Wealth Manager at Scotia Jarislowsky FraserScotia Wealth Management • Markham, ON, Canada
Wealth Manager at Scotia Jarislowsky Fraser

Wealth Manager at Scotia Jarislowsky Fraser

Scotia Wealth Management • Markham, ON, Canada
21 days ago
Job type
  • Full-time
Job description
Leverage your relationship management skills as a Wealth Manager at Scotia Jarislowsky Fraser! This non-registrant role focuses on HNW clients and personal growth. As a Wealth Manager, you will rely on your CSC and business development experience to build and nurture HNW relationships. The role emphasizes acquiring clients, delivering high-quality advice, and ensuring compliance with internal policies. You'll collaborate with an inclusive team committed to achieving excellence. Key Responsibilities: • Acquire new HNW clients through effective networking • Establish deep, trusting client relationships • Deliver tailored wealth solutions across various areas • Ensure compliance with KYC documentation requirements • Collaborate with colleagues to deliver comprehensive client services Requirements: • CSC certification required; CIM preferred • Business development experience with HNW clients • Strong communication and relationship-building skills • Desire to pursue further wealth management certifications • Post-secondary education in Finance or related fields Join SJF to build long-term client relationships and thrive in a supportive environment. #J-18808-Ljbffr
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Wealth Manager at Scotia Jarislowsky Fraser • Markham, ON, Canada

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