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ScotiaMcLeod Senior Associate
2 months ago
ScotiaMcLeod is a leading wealth management firm within Scotia Wealth Management, renowned for its commitment to integrity, service excellence, and trusted investment advice. Our team of experts takes pride in exploring innovative approaches to protecting and growing clients' assets, empowering them to deliver Enriched Thinking and drive results.
Job SummaryWe are seeking a highly skilled Senior Associate to join our team, working closely with a Wealth Advisor to develop and manage their book of business. As a key member of our team, you will provide exceptional client service, contribute to business development and sales-related activities, and identify new business opportunities to gather additional assets and/or increase revenue.
Key Responsibilities- Identify new business opportunities to gather additional assets and/or increase revenue
- Utilize 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
- 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
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. At ScotiaMcLeod– you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
