Wealth Associate

Responsibilities

• Support the Market Lead and Relationship Managers with the analysis of a book of business and the development of growth strategies.
• Respond to client inquiries and servicing needs in a timely, professional, and approachable manner.
• Prepare, analyze, and present reports, proposals, and meeting materials to clients in collaboration with senior team members.
• Assist with business development activities, including prospecting, pipeline management in Salesforce, and executing marketing programs.
• Ensure compliance with all regulatory guidelines, including Anti-Money Laundering (AML), Know Your Client (KYC), and privacy policies.
• Participate in the Wealth Associate Advancement Program (WAAP) to complete technical training and achieve professional milestones.

Requirements

• Post-secondary degree in Business, Economics, Accounting, or Finance.
• Canadian Securities Course (CSC) certification.
• CIM accreditation or currently in the process of attaining CIM accreditation.
• Strong interpersonal, communication, and listening skills.
• Ability to work independently and effectively within a team environment.
• Self-motivated, disciplined, and able to balance multiple conflicting priorities in a fast-paced environment.

Preferred Qualifications

• Enrollment in or completion of the CFA program.
• Strong knowledge of, or enrollment in, Financial Planning (CFP) or Insurance (LLQP) programs.
• Previous industry experience or knowledge of investment management.
• Working knowledge of Scotiabank products and services.

About the Company

Scotiabank is a leading bank in the Americas, dedicated to helping customers, families, and communities achieve success through a broad range of financial products and services, including wealth management, personal banking, and capital markets.