Wealth Management Associate Program - Scotia Jarislowsky Fraser (Mississauga) - January 2027

About the role

The Wealth Management Associate Program at Scotia Jarislowsky Fraser in Mississauga is a salaried development program starting January 2027. It focuses on building skills in financial planning, relationship building, and client advisory for a career in wealth management.

Program Details

• Start date: January 2027
• Work hours: 37.5 hours per week
• Location: Mississauga, Ontario
• Salaried development program with competitive salary and performance incentives
• Includes formal web-based and in-person training
• Ongoing mentorship and professional development opportunities

Role and Responsibilities

• Develop skills in financial planning and client discovery
• Build and maintain strong client and partner relationships
• Support clients in navigating important financial decisions
• Work with wealth teams to gain practical experience
• Prepare to attain licensing for Wealth Management Advisory role
• Collaborate with program leads and managers for ongoing support

Candidate Requirements

• Undergraduate or master's degree completion by January 2027 or recent graduate with under 5 years experience
• Passion for helping clients achieve financial goals
• Strong relationship-building and communication skills
• Curious, thoughtful, collaborative, and problem-solving mindset
• Organized, proactive, adaptable, and open to feedback
• Entrepreneurial mindset with resilience and positivity

Application Process

• No resume required; focus on relationship-based evaluation
• Complete PLUM Profile and submit screenshot
• Complete a short one-way video interview
• Apply online and upload PLUM Profile screenshot instead of resume