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Senior Wealth Management Associate
3 months ago
Position Overview
As a pivotal entity within Scotia Wealth Management, ScotiaMcLeod is recognized for its unwavering commitment to integrity, delivering exceptional service and reliable investment guidance. Our teams and advisors take pride in employing innovative strategies to safeguard and enhance the assets of our clients.
In your role at ScotiaMcLeod, you will be empowered to apply Enriched Thinking, a distinctive methodology that integrates both your insights and those of our clients to achieve optimal outcomes. Collaborating with a team of specialists, you will adopt a client-focused strategy in wealth management, allowing you to address all aspects of your clients' lives, families, and businesses. With an emphasis on comprehensive wealth planning and access to wealth specialists, you will help clients appreciate not only the broader perspective but also the finer details of their financial landscape.
Key Responsibilities
As a Senior Associate, your responsibilities will include:
- Identifying and pursuing new business avenues to enhance asset acquisition and revenue growth.
- Leveraging your extensive knowledge of products and services to uncover new opportunities within the current client portfolio.
- Fostering effective working relationships across the team and with various business lines and corporate functions.
- Preparing, analyzing, and presenting comprehensive reports and recommendations to clients.
- Creating and disseminating client communications and marketing materials.
- Reviewing operational practices to ensure efficiency in administrative processes and accurate tracking of tasks.
- Understanding client profiles and the Advisor's investment strategies to align with client objectives.
Qualifications
We would be delighted to consider you if you possess:
- Experience in the securities sector.
- Current registration as a Registered Representative (RR) with CIRO.
- Successful completion of the Wealth Management Essentials (WME) program.
- Strong verbal and written communication abilities.
- Meticulous attention to detail and excellent time management capabilities.
- Outstanding client service skills.
Benefits
At ScotiaMcLeod, we are dedicated to helping our employees shape their futures in an environment where they can thrive and succeed together. Our commitment to diversity and inclusion, along with a performance-driven culture that emphasizes coaching, learning, and development, creates endless opportunities. Here, you can make a significant impact, contributing to the futures of our clients.
- Opportunity to be part of a forward-thinking organization surrounded by a collaborative team of innovative professionals.
- A commitment to making a positive difference in our communities for both you and our clients.
- An inclusive workplace that fosters creativity, curiosity, and celebrates achievements.
- Access to learning and development resources through Scotia Academy, a virtual platform designed to enhance your skills at work or from your personal device.
Company Overview
Scotiabank is a leading financial institution in the Americas, guided by our purpose: "for every future." We assist our customers, their families, and their communities in achieving success through a wide array of advice, products, and services, including personal and commercial banking, wealth management, private banking, corporate and investment banking, and capital markets.
We value the unique skills and experiences that each individual brings to our organization and are committed to fostering an inclusive and accessible environment for all. If you require accommodations during the recruitment process, please inform our Recruitment team. Candidates must apply directly online to be considered for this role. We appreciate all applicants for their interest in a career at Scotiabank; however, only those selected for an interview will be contacted.
