Wealth Associate
Toronto, Canada
1d ago

Requisition ID : 42074

Join the Global Community of Scotiabankers to help customers become better off.

Job Purpose

The Wealth Associate (WA) role has been created as a means to develop client-focused talent in Private Investment Counsel.

Wealth Associates will be supported in their development by working closely with Market Leads, Portfolio Managers and Associate Portfolio Managers well as active hands-

on engagement in the delivery of the PIC and Scotia Wealth offering. The Wealth Associate will receive formal performance coaching from the Market Lead and be involved in management managing the markets’ overall book of business by providing effective relationship management and efficient client service.

The Wealth Associate will further develop skills to support clients and the Private Investment Counsel value proposition through interaction with and developing knowledge with respect to internal partners within the bank.

As the Wealth Associate progresses in skills, knowledge and experience, he / she will be assigned as 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 Private Investment Counsel’s Centralized Investment Team of Experts to manage client relationships and deliver an optimal client experience.

Additionally, the Wealth Associate will partner with Scotia Wealth partners to deliver the comprehensive Scotia Wealth Management offering.

The Wealth Associate is a key role in the business development cycle of the individual market and will spend time developing strong business development skills and executing on the achievement of growth strategies to increase Private Investment Counsel’s reach in the market.

The Wealth Associate role is a growth oriented and entry-level role and 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 selected required designations (CIM, CFA, CFP).

The incumbent 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 are in compliance with governing regulations, internal policies and procedures.

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