Scotiabank
Wealth Associate at Scotia Jarislowsky Fraser
Job Description
Build your career in wealth management as a Wealth Associate with Scotia Jarislowsky Fraser. This entry-level role focuses on client relationship management and business development, allowing you to thrive in a supportive environment.
As a Wealth Associate, you will grow your skills through the Wealth Associate Advancement Program and team collaboration. You'll engage directly with clients, enhancing their experience while supporting Relationship Managers and Market Leads. Key responsibilities include client servicing, business planning, and maintaining compliance in daily operations.
Key Responsibilities:
• Understand client financial needs and risk tolerance
• Collaborate with Relationship Managers for client servicing
• Develop business plans to drive sales activity
• Conduct prospecting to grow potential client base
• Assist in financial plan development with Relationship Managers
Requirements:
• Post-secondary education in Finance or related field
• C...
As a Wealth Associate, you will grow your skills through the Wealth Associate Advancement Program and team collaboration. You'll engage directly with clients, enhancing their experience while supporting Relationship Managers and Market Leads. Key responsibilities include client servicing, business planning, and maintaining compliance in daily operations.
Key Responsibilities:
• Understand client financial needs and risk tolerance
• Collaborate with Relationship Managers for client servicing
• Develop business plans to drive sales activity
• Conduct prospecting to grow potential client base
• Assist in financial plan development with Relationship Managers
Requirements:
• Post-secondary education in Finance or related field
• C...