Senior Administrative Associate

3 weeks ago


Edmonton, Canada Scotiabank Full time
h3>Title: ScotiaMcLeod Senior Associate - Edmonton

Requisition ID: 209745

Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture.

BRIEF INTRODUCTION

As a Senior Associate, you will work closely with a Wealth Advisor 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:

  • Identify new business opportunities to gather additional assets and/or increase revenue
  • Utilize your in-depth knowledge of products and services to identify new opportunities within the existing client base
  • Build effective working relationships across the team and with various business lines and corporate function contacts
  • 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 are completed and logged for tracking purposes
  • Understand client profiles and the Advisor’s investment strategy being used to implement client objectives.

DO YOU HAVE THE SKILLS
We would love to work with you if you have:

  • Experience in the securities industry
  • Already duly registered as a Registered Representative (RR) with CIRO
  • Successfully completed the Wealth Management Essentials (WME)
  • Excellent verbal and written communication skills
  • Meticulous attention to detail and excellent time management skills
  • Exceptional client service skills

WHAT’S IN IT FOR YOU

  • At ScotiaMcLeod, we help employees build their futures – where they can be themselves and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. You can make an impact and help make the futures of our 25 million customers happen.
  • The opportunity to 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
  • Learning and Development – via Scotia Academy, a virtual learning experience to upskill and develop your skills at work or from your personal device

Location(s): Canada : Alberta : Edmonton

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.



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