Job Description
Advance your finance career with Scotia Wealth Management as a Wealth Associate in Barrie, Ontario. This entry-level position focuses on client interaction, business development, and financial analysis.
As a Wealth Associate, you will be mentored through the Wealth Associate Advancement Program (WAAP), setting the foundation for your career in wealth management. This role involves working with Market Leads and Relationship Managers to enhance client relationships and manage portfolios effectively. You will develop crucial skills in client servicing and business strategy while ensuring adherence to compliance protocols.
Key Responsibilities:
• Collaborate with teams to assess client financial needs
• Support client servicing and relationship management
• Prepare financial reports and plans alongside Relationship Managers
• Identify business growth opportunities and maintain client records
• Ensure regulatory and compliance adherenc...
As a Wealth Associate, you will be mentored through the Wealth Associate Advancement Program (WAAP), setting the foundation for your career in wealth management. This role involves working with Market Leads and Relationship Managers to enhance client relationships and manage portfolios effectively. You will develop crucial skills in client servicing and business strategy while ensuring adherence to compliance protocols.
Key Responsibilities:
• Collaborate with teams to assess client financial needs
• Support client servicing and relationship management
• Prepare financial reports and plans alongside Relationship Managers
• Identify business growth opportunities and maintain client records
• Ensure regulatory and compliance adherenc...