Wealth Associate, WAAP Training & Client Growth

Scotiabank; Burlington; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial institution in Burlington is looking for a Wealth Associate to help drive client-focused talent in Private Investment Counsel. This entry-level role offers comprehensive development through their Wealth Associate Advancement Program, focusing on business growth and relationship management. Ideal candidates should have a background in business, economics, or finance, and strong interpersonal skills. Competitive training and career advancement opportunities are provided.

Benefits

Career development programs

Training towards industry qualifications

Collaborative team environment

Qualifications

• Completion of CIM within 24 months is required.
• Must be willing to work towards registrant status.
• Industry experience in investment management is an asset.

Responsibilities

• Support Market Lead & Relationship Managers in client analysis.
• Respond to client inquiries and service needs.
• Prepare and analyze reports to present to clients.

Skills

Strong interpersonal skills

Communication

Team oriented

Self-motivated

Ability to work independently

Education

Post Secondary (Business, Economics, Accounting, Finance)

CSC

CIM

CFA enrollment or completion

CFP knowledge

Job description

A leading financial institution in Burlington is looking for a Wealth Associate to help drive client-focused talent in Private Investment Counsel. This entry-level role offers comprehensive development through their Wealth Associate Advancement Program, focusing on business growth and relationship management. Ideal candidates should have a background in business, economics, or finance, and strong interpersonal skills. Competitive training and career advancement opportunities are provided.