Scotia Jarislowsky Fraser Wealth Associate - Waterloo

Requisition ID:

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Accountabilities

Support Overall Market Book of Business

• Ensure a comprehensive understanding of SJF’s value proposition in relation to client’s financial needs, risk tolerance, and long-term objectives
• Stay abreast of changes in client circumstances, market factors, capital market and economic conditions
• Support Market Lead & Relationship Managers with the analysis of a book of business, development of business development strategies for market supported by Wealth Associate, and participation in initiatives to raise the business’ brand, presence and profile in-market

Client Service & Relationship Management

• Work collaboratively with the Market Leads, assigned Relationship Managers and administrators to satisfy Client needs.
• Respond to client inquiries & se...