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Scotia Jarislowsky Fraser Wealth Associate - Barrie, ON
Barrie, ONPosted 1 weeks ago
Job Description
The Wealth Associate role has been created as a means to develop client- focused talent in Scotia Jarislowsky Fraser (SJF). Wealth Associates will be supported in their development through the Wealth Associate Advancement Program (WAAP) and by working closely with Market Leads, Portfolio Managers and Associate Portfolio Managers as active hands-on engagement in the delivery of the SJF and Scotia Wealth offering. The WAAP is designed to provide technical and readiness training to Wealth Associates to support their in-role development. Program Managers and Market Leads will work collaboratively to coach and support a Wealth Associate’s growth, with the Market Lead maintaining oversight and people management responsibility for the Wealth Associate. This oversight will include formal performance coaching, business plan development and determination of best approach in supporting Relationship Managers in the overall management of their book of business. In so doing, relationship management and client servicing skills are groomed and enhanced. Skills are further developed with direct client interactions (client-facing work), interactions with internal partners and external Centres of Influence, and honing SJF’s value proposition – the underlying principles of our business.
As the Wealth Associate progresses, he/she will be assigned primary relationship management responsibilities, for specified clients on achievement of milestones associated with their personalized development plan, and under supervision of the Market Lead. The Wealth Associate will, in these instances, partner with a SJF registrant who is part of our in-house Team of Experts (Central Registrant & Investment Advisory) to manage client relationships and to deliver an optimal client experience. As the Wealth Associate gains in-field experience, they will begin to work with Scotia Wealth partners to deliver the comprehensive Scotia Wealth Management offering.
The Wealth Associate is a key role in the business development cycle individual markets that make up SJF’s footprint across Canada. In this role, the Wealth Associate will spend time enhancing their business development skills and executing on the achievement of growth strategies to increase SJF’s reach in the market.
The Wealth Associate role is a growth oriented and entry-level position, suitable for individuals who expect to advance their career and obtain registrant status with an appropriate provincial regulator. Individuals in this role will be supported through hands-on learning, professional skills and knowledge development, and accreditation of required designations (CIM, CFA, CFP).
The Wealth Associate understands how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions, ensuring that all activities conducted follow internal policies and procedures and gain a thorough knowledge of permissible activities under the regulatory environment. Upon successful completion of the Wealth Associate program and achievement of registrant status SJF may offer a Relationship Manager position in any of our market locations across Canada.
Accountabilities
Support Overall Market Book of Business
As the Wealth Associate progresses, he/she will be assigned primary relationship management responsibilities, for specified clients on achievement of milestones associated with their personalized development plan, and under supervision of the Market Lead. The Wealth Associate will, in these instances, partner with a SJF registrant who is part of our in-house Team of Experts (Central Registrant & Investment Advisory) to manage client relationships and to deliver an optimal client experience. As the Wealth Associate gains in-field experience, they will begin to work with Scotia Wealth partners to deliver the comprehensive Scotia Wealth Management offering.
The Wealth Associate is a key role in the business development cycle individual markets that make up SJF’s footprint across Canada. In this role, the Wealth Associate will spend time enhancing their business development skills and executing on the achievement of growth strategies to increase SJF’s reach in the market.
The Wealth Associate role is a growth oriented and entry-level position, suitable for individuals who expect to advance their career and obtain registrant status with an appropriate provincial regulator. Individuals in this role will be supported through hands-on learning, professional skills and knowledge development, and accreditation of required designations (CIM, CFA, CFP).
The Wealth Associate understands how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions, ensuring that all activities conducted follow internal policies and procedures and gain a thorough knowledge of permissible activities under the regulatory environment. Upon successful completion of the Wealth Associate program and achievement of registrant status SJF may offer a Relationship Manager position in any of our market locations across Canada.
Accountabilities
Support Overall Market Book of Business