Found Description
Launch your career with Scotia Jarislowsky as an Entry-Level Wealth Associate in Montreal. This position offers hands-on training in relationship management and business development through the WAAP.
As a Wealth Associate, you will collaborate with Market Leads and Portfolio Managers, gaining essential skills in client servicing and financial planning. This role supports the growth strategies of Scotia Jarislowsky, enhancing your capability to effectively manage client relationships and deliver optimal client experiences.
Key Responsibilities:
• Gain insight into client financial needs and risk tolerance
• Support analysis and business development initiatives
• Collaborate with team members for client satisfaction
• Create and present reports with financial recommendations
• Involve in the development of comprehensive financial plans
Requirements:
• Degree in Business, Finance, or Economics
• CSC completed...
As a Wealth Associate, you will collaborate with Market Leads and Portfolio Managers, gaining essential skills in client servicing and financial planning. This role supports the growth strategies of Scotia Jarislowsky, enhancing your capability to effectively manage client relationships and deliver optimal client experiences.
Key Responsibilities:
• Gain insight into client financial needs and risk tolerance
• Support analysis and business development initiatives
• Collaborate with team members for client satisfaction
• Create and present reports with financial recommendations
• Involve in the development of comprehensive financial plans
Requirements:
• Degree in Business, Finance, or Economics
• CSC completed...
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