Entry Level Wealth Associate Role Whitby
Scotiabank
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 solid 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 pursuit of CIM or CFP designations preferred
Solid interpersonal and communication skills
Ability to work both independently and in teams
Embark on a rewarding career path with Scotia Jarislowsky Fraser, where your growth in wealth management begins.
J‑18808‑Ljbffr #J-18808-Ljbffr
Vacancy posted 4 hours ago
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