ScotiaMcLeod Senior Associate

7 days ago


Victoria, British Columbia, Canada Scotiabank Full time

Requisition ID: 196854

As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.

When you join ScotiaMcLeod, you'll be empowered to deliver Enriched Thinking, a unique approach that incorporates your client's thinking, as well as our thinking, to drive results. You'll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client's life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you'll be enabling clients to see not just the big picture, but all the little ones too.

BRIEF INTRODUCTION

As a Senior Associate you will be working within a large wealth management group. In conjunction with the lead Portfolio Manager, and other team members, you will work in the development and management of their book of business by providing effective client service and contributing to business development and sales related activities.

IS THIS ROLE RIGHT FOR YOU
In the role you will:

  • Prepare, analyze, and present reports and recommendations to clients.
  • Develop and distribute client communication and marketing pieces.
  • Review practices to ensure administrative processes are streamlined and administrative tasks being completed and logged for tracking purposes.
  • Understand client investment objectives and risk tolerance in relationship to Portfolio Manager's model portfolios.
  • Build effective working relationships across the team and with various business lines within Scotiabank.
  • Identify new business opportunities to gather additional assets and/or increase revenue.
  • Utilize your in-depth knowledge of investments and services to identify new opportunities within the existing client base.


DO YOU HAVE THE SKILLS

We would love to work with you if you have:

  • Experience in the securities industry.
  • Completed Canadian Securities Course (CSC), Conduct Practices Handbook (CPH), and the Wealth Management Essentials (WME) course.
  • Registered as a Registered Representative (RR) with CIRO.
  • Excellent verbal and written communication skills.
  • Meticulous attention to detail and excellent time management skills.
  • Exceptional client service skills.
  • Proficient in Microsoft Office Suite with advance Excel skills.

WHAT'S IN IT FOR YOU

  • Opportunity for advancement within the team.
  • Participation in mentorship program to further develop client relationship and marketing skills.
  • The opportunity to join one of the fastest growing investment teams within Scotia Wealth Management.
  • Highly Competitive Compensation that includes potential for annual performance bonuses.
  • Join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
  • An organization committed to making a difference in our communities– for you and our clients.
  • An inclusive working environment that encourages creativity, curiosity and celebrates success.

Location(s): Canada : British Columbia : Victoria

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.



  • Victoria, British Columbia, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title: ScotiaMcLeod - Wealth Management Internship/Co-Op - Fall Victoria B.C. Requisition ID: 200675As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment...


  • Victoria, British Columbia, Canada Scotiabank Full time

    Requisition ID: 157257As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.When you join ScotiaMcLeod, you'll be...


  • Victoria, British Columbia, Canada Sunrise Senior Living Full time

    Overview"It makes me feel good knowing that we make the residents' lives better. We laugh with them, cry with them, sing and dance with them – we brighten their day. Working here is an unbelievable privilege and it will be something I carry with me for the rest of my life" Sunrise Team Member At Sunrise, our Associate Director of Sales is responsible for...


  • Victoria, British Columbia, Canada Sunrise Senior Living Full time

    Sunrise of Victoria "It makes me feel good knowing that we make the residents' lives better. We laugh with them, cry with them, sing and dance with them - we brighten their day. Working here is an unbelievable privilege and it will be something I carry with me for the rest of my life" Sunrise Team Member At Sunrise, our Associate Director of Sales is...

  • Dishwasher

    7 days ago


    Victoria, British Columbia, Canada Sunrise Senior Living Full time

    Overview_ "It makes me feel good knowing that we make the residents' lives better. We laugh with them, cry with them, sing and dance with them - we brighten their day. Working here is an unbelievable privilege and it will be something I carry with me for the rest of my life"_- _Sunrise Team Member_At Sunrise, our Dishwasher is responsible for performing...

  • Senior PM

    7 days ago


    Victoria, British Columbia, Canada TalentSphere Staffing Solutions Full time

    Senior Projec tManager Architecture & Design Keywords: Project Manager, Senior Project Manager, PM, Architectural Project Manager, Architect, Registered Architect, AIBC This is an excellent opportunity for an experienced Senior Project Manager or Architect with strong Project Management experience, to join a highly reputable and multidisciplinary...


  • Victoria, British Columbia, Canada ZSA Legal Recruitment Full time

    Senior In-house lawyer | 8-15 years | VancouverWe are collaborating with a highly successful and quickly expanding multinational organization at the forefront of renewable energy, infrastructure, and AI/cloud computing. The team comprises top-performing individuals and places significant value on their legal professionals as crucial business associates. They...


  • Victoria, British Columbia, Canada Value Village Full time

    Job Title: Merchandise Processing AssociatePay: 16.75$-17.50$We are currently hiring part-time employees for a Monday-Friday morning shift.Who we are: Our brands are Savers (in the U.S.), 2nd Ave (in the U.S.), Value Village (in the U.S. and Canada), Unique (in the U.S.), Village des _ Valeurs_- (in Quebec) and Savers Australia. _Summary & Positions:At...


  • Victoria, British Columbia, Canada Royal Roads University Full time

    Under the general direction of the Manager, Accounting, the Accounting Associate (Accounts Payable & Contracts) is responsible for the timely and accurate processing of supplier and contractor invoices, requisitions and other payment requests, in compliance with University policies and Canada Revenue Agency guidelines. The Accounting Associate is part of the...

  • Warehouse Associate

    7 days ago


    Victoria, British Columbia, Canada White Cap Canada Inc. Full time

    What We Offer: Comprehensive Benefits Packages starting on your first day of employment. RRSP Matching Plan. Competitive Salary. Career Growth Opportunities and Internal Learning Centre. Wellness Programs & Tuition Reimbursement. And MORE.A position at White Cap Canada (Formally Brafasco/Brock White/National Concrete Accessories) isn't your ordinary job....


  • Victoria, British Columbia, Canada TalentSphere Staffing Solutions Full time

    Senior Project ManagerBritish Columbia$90k - $130k depending on experience + benefitsArchitecture & DesignHybrid work modelKeywords: Project Manager, Senior Project Manager, PM, Architectural Project Manager, Architect, Registered Architect, AIBCThis is an excellent opportunity for an experienced Senior Project Manager or Architect with strong Project...

  • Senior Team Lead

    7 days ago


    Victoria, British Columbia, Canada Government of British Columbia Full time $88,554 - $101,006

    FO-TMA 27R - Team Lead, Audit 6% Temporary Market Adjustment Regular Full Time Temporary End Date BC Public Service - Health Audit & Investigations Branch/Finance Corporate Services The Ministry of Health is responsible for maintaining an accessible, high quality, affordable system for health service delivery that meets the needs of the citizens of the...

  • Senior Specialist

    7 days ago


    Victoria, British Columbia, Canada IBI Group Full time

    Arcadis is the world's leading company delivering sustainable design, engineering, and consultancy solutions for natural and built assets. We are more than 36,000 people, in over 70 countries, dedicated to improving quality of life. This is a hybrid/remote role reporting into the Credit Control Manager, to support Western Canada. The Credit Control...

  • Associate Physician

    7 days ago


    Victoria, British Columbia, Canada Island Health Full time

    The Associate Physician (AP), Perinatal, performs clinical duties and responsibilities within the scope of an Associate Physician as defined by the College of Physicians and Surgeons of British Columbia (CPSBC). Clinical care provided by the AP will occur in Victoria General Hospital Perinatal (Labour and Delivery and Postpartum) under the supervision of the...

  • Associate Physician

    7 days ago


    Victoria, British Columbia, Canada Island Health Full time

    The Associate Physician (AP), Surgery, performs clinical duties and responsibilities within the scope of an Associate Physician as defined by the College of Physicians and Surgeons of British Columbia (CPSBC). Clinical care provided by the AP will occur in select surgical wards and operating rooms across the organization under the supervision of the...


  • Victoria, British Columbia, Canada Abebooks Inc. Full time

    AbeBooks is a world leading marketplace for rare and collectable booksellers. We are looking for a Senior Account Manager (SAM) with a passion for books and collectibles to help us realize our vision to be the world's preferred site for buying and selling used and collectible books. The SAM will help set the long-term strategy for AbeBooks in this space by...


  • Victoria, British Columbia, Canada The Newcastle upon Tyne Hospitals NHS Foundation Trust Full time

    Job summary The Blood Sciences Department has two temporary Band 4 positions as Healthcare Science Associates based in the Flow Cytometry and Protein and Autoimmunology Sections at the Royal Victoria Infirmary. These positions are an ideal opportunity for those with a passion for science and would be ideally suited for candidates who are beginning their...

  • Warehouse Associate

    6 days ago


    Victoria, British Columbia, Canada Compass Group Full time

    You might not know our name, but you know where we are. That's because Compass Group Canada is part of a global foodservice and support services company that's the 6th largest employer in the world, with 625,000 employees.You'll find us in schools, colleges, hospitals, office buildings, senior living communities, tourist attractions, sports venues, remote...


  • Victoria, British Columbia, Canada Johnson & Johnson Full time

    Job description Application_instructions: :We are looking for candidates Would you like to be part of a family who loves to take on exciting challenges? Metromont Corporation has been one of the leaders in the construction industry for nearly a century and is currently accepting resumes for Senior Project Drafter to be part of our dynamic team This position...


  • Victoria, British Columbia, Canada WSP Full time

    The Opportunity:WSP currently has an opportunity for a Senior Environmental Regulatory Specialist to join our Ecology and Environmental Impact Assessment team. Working closely with the BC Environment team you will be responsible for managing environmental assessments for major projects across all resource sectors, leading and facilitating other natural...