Job Description
Start your journey in wealth management with Scotia Jarislowsky Fraser as a Wealth Associate. This entry-level role is designed for those eager to develop their career in client servicing and business growth.
The Wealth Associate position offers a comprehensive learning experience through the Wealth Associate Advancement Program. You'll work alongside experienced Market Leads and Portfolio Managers, focusing on developing strong client relationships and supporting business opportunities while adhering to compliance standards.
Key Responsibilities:
• Enhance understanding of client financial situations
• Respond to client inquiries effectively
• Develop strategic business plans for relationship growth
• Conduct client portfolio analysis and presentations
• Assist in marketing seminars and workshops
Requirements:
• Post-secondary education in Business or Finance
• Must hold a CSC qualification
• In pur...
The Wealth Associate position offers a comprehensive learning experience through the Wealth Associate Advancement Program. You'll work alongside experienced Market Leads and Portfolio Managers, focusing on developing strong client relationships and supporting business opportunities while adhering to compliance standards.
Key Responsibilities:
• Enhance understanding of client financial situations
• Respond to client inquiries effectively
• Develop strategic business plans for relationship growth
• Conduct client portfolio analysis and presentations
• Assist in marketing seminars and workshops
Requirements:
• Post-secondary education in Business or Finance
• Must hold a CSC qualification
• In pur...
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