About The Position

The Wealth Management Associate Program is a salaried development program aimed at developing sales and entrepreneurial-minded individuals into a Wealth Advisory role. The program offers a strong foundation in financial planning, relationship building, and client discovery – skills that are highly valued in Advisory careers. We welcome applicants from diverse academic and professional backgrounds who are eager to make a meaningful difference in clients’ lives. Scotia Jarislowsky Fraser provides disciplined investment management and stewardship for high-net-worth individuals, families, and institutions. Guided by a long-standing investment philosophy rooted in fundamental research and responsible ownership, their portfolio managers deliver thoughtful, high-quality investment solutions designed to preserve and grow wealth over the long term. With a focus on integrity, prudence, and client partnership, Scotia Jarislowsky Fraser offers a trusted and steady approach to achieving enduring financial success.

Requirements

  • Completing an undergraduate or master’s degree by January 2027, or a recent graduate with less than 5 years of experience.
  • Developed a passion for helping others achieve their financial goals.
  • Excited about building a long-term career in Wealth Advisory.
  • Naturally curious, thoughtful, and collaborative, and enjoy solving problems that matter to people.
  • Strong relationship-building skills and enjoy connecting with others.
  • Strong communication skills—listening, asking great questions, and expressing ideas clearly.
  • Adaptable, open to feedback, and motivated to grow.
  • Organized, proactive, and comfortable managing multiple priorities.
  • Entrepreneurial-minded and energized by helping clients navigate important life decisions in a sales advisory capacity.
  • Remain positive and resilient when faced with challenges.
  • Relationship management skills; the ability to build and maintain strong collaborative client and internal/ external partner relationships.
  • Ability to influence, persuade, and build consensus.

Responsibilities

  • Develop sales and entrepreneurial skills for a Wealth Advisory role.
  • Gain a strong foundation in financial planning, relationship building, and client discovery.
  • Make a meaningful difference in clients’ lives.
  • Gain exposure to how Wealth Advisory businesses apply to an overall wealth strategy for a client’s life.
  • Work with wealth teams to gain relevant and practical experience.
  • Support to help prepare you to attain licensing requirements associated with transitioning into a Wealth Management Advisory role.

Benefits

  • Competitive salary
  • Opportunities for annual performance incentives based on performance thresholds
  • Flexible benefits program
  • Continuing education programs
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