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ScotiaMcLeod Senior Associate
2 months ago
We are seeking a highly skilled and motivated Senior Associate to join our ScotiaMcLeod team in Wealth Management. As a key member of our team, you will be responsible for providing exceptional client service and contributing to business development and sales-related activities.
Key Responsibilities- Client Service: Prepare, analyze, and present reports and recommendations to clients, ensuring their investment objectives and risk tolerance are met.
- Business Development: Identify new business opportunities to gather additional assets and/or increase revenue, and develop and distribute client communication and marketing pieces.
- Team Collaboration: Build effective working relationships across the team and with various business lines within Scotiabank, ensuring seamless communication and coordination.
- Investment Knowledge: Utilize your in-depth knowledge of investments and services to identify new opportunities within the existing client base.
- Experience: Minimum 2 years of experience in the securities industry, with a strong background in wealth management.
- Education: Completed Canadian Securities Course (CSC), Conduct Practices Handbook (CPH), and the Wealth Management Essentials (WME) course.
- Registration: Registered as a Registered Representative (RR) with CIRO.
- Skills: Excellent verbal and written communication skills, meticulous attention to detail, and exceptional client service skills.
- Opportunities for Advancement: Opportunities for career growth and advancement within the team.
- Mentorship Program: Participation in a mentorship program to further develop client relationship and marketing skills.
- Competitive Compensation: Highly competitive compensation package, including potential for annual performance bonuses.
- Collaborative Environment: A collaborative and inclusive working environment that encourages creativity, curiosity, and celebrates success.
