Wealth Associate: Launch Your PIC Career & Growth

Scotiabank; Markham; On-site; CAD 150,000 - 200,000; Full time

Job summary

A leading financial institution in Canada is seeking a Wealth Associate to develop client-focused talent in Private Investment Counsel. The role involves managing client relationships, supporting business development strategies, and completing required accreditations. This is an entry-level, growth-oriented position ideal for those looking to advance their careers. The successful candidate will engage in comprehensive training through the Wealth Associate Advancement Program, aimed at ensuring a strong foundation in investment management.

Qualifications

• Post-secondary in Business, Economics, Accounting or Finance.
• CSC credential is required.
• Desire to work in a dynamic, fast-paced environment.

Responsibilities

• Support overall market book of business and relationship management.
• Conduct prospecting activities to contribute to business growth.
• Prepare financial plans in collaboration with Relationship Managers.

Skills

Strong interpersonal skills

Communication skills

Self-motivated

Team-oriented

Ability to balance priorities

Education

Post-secondary education in Business, Economics, Accounting or Finance

CSC Credential

Attaining CIM accreditation

Completion of CFA program (asset)

Job description

A leading financial institution in Canada is seeking a Wealth Associate to develop client-focused talent in Private Investment Counsel. The role involves managing client relationships, supporting business development strategies, and completing required accreditations. This is an entry-level, growth-oriented position ideal for those looking to advance their careers. The successful candidate will engage in comprehensive training through the Wealth Associate Advancement Program, aimed at ensuring a strong foundation in investment management.