Client-Focused Wealth Associate Role

Build your career as a Wealth Associate at Scotia Jarislowsky Fraser in Waterloo, Ontario. This role centers on enhancing relationships and ensuring tailored client solutions.
In this collaboration-driven position, you'll support Relationship Managers while analyzing client portfolios to meet their financial goals. Understand SJF’s value proposition and stay updated on market changes to provide informed advice. Your proactive approach will help drive business growth and client satisfaction.
Key Responsibilities:
• Work collaboratively to meet all client needs
• Analyze client financial data and provide recommendations
• Manage and prepare client communication materials
• Conduct prospecting and track sales through Salesforce
• Support event marketing initiatives for client engagement
Requirements:
• Post-secondary degree in related fields
• Enrollment in CIM or completion of CFA is preferred
• Excellent communication and analytical skills
• Strong t...