Embark on your journey as a Wealth Associate at Scotia Jarislowsky in Barrie, Ontario. Focus on client relationships and business development in a dynamic learning environment.
This role is perfect for those eager to kickstart their career in wealth management. As a Wealth Associate, you will participate in the Wealth Associate Advancement Program, gaining immediate insight from experienced professionals. You will support client services and assist in crafting business strategies, all while aiming for your professional accreditation.
Key Responsibilities:
• Analyze and understand client financial objectives
• Assist Relationship Managers with client services
• Contribute to business strategy development and execution
• Prepare documentation and presentations for clients
• Engage internal and external partners for client success
Requirements:
• Background in Finance or related fields
• Enrollment in CIM or similar coursework
• Strong analytical and clien...