Finance, Senior Associate
1 month ago
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.
WHAT YOU’LL BE DOING:
- Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
- Proactively support the financial planning needs of the Advisor’s assigned clients which include a deep discovery with the client to uncover goals and objectives, preparing, presenting the plan and working with the Advisor to implement the recommendations identified in the plan.
- Proactively support the financial planning needs of advisors by:
- Inputting client data from documents submitted into the financial planning software;
- Building a financial plan that addresses their clients’ immediate and future goals and objectives;
- An organization committed to making a difference in our communities– for you and our clients.
Location(s): Canada : Ontario : Oakville
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. Candidates must apply directly online to be considered for this role.
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