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Pic Wealth Associate
2 weeks ago
Requisition ID: 234598
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
The Wealth Associate role has been created as a means to develop client
- focused talent in Private Investment Counsel. Wealth Associates will be supported in their development through the Wealth Associate Advancement Program (WAAP) and by working closely with Market Leads, Portfolio Managers and Associate Portfolio Managers as active hands-on engagement in the delivery of the PIC and Scotia Wealth offering. The WAAP is designed to provide technical and readiness training to Wealth Associates to support their in-role development. Program Managers and Market Leads will work collaboratively to coach and support a Wealth Associate’s growth, with the Market Lead maintaining oversight and people management responsibility for the Wealth Associate. This oversight will include formal performance coaching, business plan development and determination of best approach in supporting Relationship Managers in the overall management of their book of business. In so doing, relationship management and client servicing skills are groomed and enhanced. Skills are further developed with direct client interactions (client-facing work), interactions with internal partners and external Centres of Influence, and honing Private Investment Counsel’s value proposition - the underlying principles of our business.
As the Wealth Associate progresses, he/she will be assigned 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 a PIC registrant who is part of our in-house Team of Experts (Central Registrant & Investment Advisory) to manage client relationships and to deliver an optimal client experience. As the Wealth Associate gains in-field experience, they will begin to work with Scotia Wealth partners to deliver the comprehensive Scotia Wealth Management offering.
The Wealth Associate is a key role in the business development cycle individual markets that make up PIC’s footprint across Canada. In this role, the Wealth Associate will spend time enhancing their 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 position, 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 required designations (CIM, CFA, CFP).
The Wealth Associate 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 follow internal policies and procedures and gain a thorough knowledge of permissible activities under the regulatory environment. Upon successful completion of the Wealth Associate program and achievement of registrant status Private Investment Counsel may offer a Relationship Manager position in any of our market locations across Canada.
**Accountabilities**
Support Overall Market Book of Business
- Ensure a comprehensive understanding of Private Investment Counsels’ 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 (portfolio of clients), 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 & servicing needs in a timely, responsive and approachable manner demonstrating professionalism, emotional intelligence, and effective interpersonal skills in all interactions.
- Proactively identify strategies to address client needs and discuss them with CRIA, the Market Lead and the Relationship Manager(s), including escalations that require immediate attention.
- Prepare, analyze, and present reports and recommendations to clients in collaboration with CRIA and/or the Relationship Manager.
- Participate in the development of financial plans with the Relationship Manager
- Review processes and provide recommendations to improve the client experience and enhance delivery effectiveness
- Work closely with Team of Experts to ensure client life goals are addressed
Business Development
Support assigned Relationshi
