Start your career in Barrie, Ontario as a Wealth Associate at Scotia Jarislowsky, focusing on building client relationships and enhancing business development skills. This program is designed for growth and learning.
The Wealth Associate role provides a unique opportunity to gain firsthand experience in wealth management. Through the Wealth Associate Advancement Program, you'll work closely with seasoned professionals, supporting them in client services and business strategies. This position emphasizes career development and accreditation, preparing you for future roles in wealth management.
Key Responsibilities:
• Understand and analyze client financial objectives
• Assist with comprehensive client services alongside Relationship Managers
• Contribute to developing and executing business strategies
• Prepare relevant client documents and presentations
• Engage with internal and external partners for client success
Requirements:
• Educational backgr...