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Senior Wealth Management Associate at ScotiaMcLeod
3 months ago
Become a Senior Wealth Management Associate at ScotiaMcLeod
ScotiaMcLeod, a key division of Scotia Wealth Management, is recognized for its outstanding service and reliable investment guidance. We prioritize integrity and aim to deliver innovative strategies to safeguard and enhance our clients' assets. By leveraging Enriched Thinking, a distinctive methodology that integrates insights from clients and team members, we strive to achieve remarkable outcomes. Collaborating with specialists, you will adopt a client-focused perspective on wealth management, addressing all facets of your clients' financial lives and offering comprehensive wealth planning.
ABOUT US
With a legacy spanning over a century, ScotiaMcLeod has established a strong reputation for exceptional service and dependable investment management advice. We provide proactive investment guidance, inventive financial solutions, and pioneering asset management strategies to assist Canadian investors in securing their financial futures.
KEY RESPONSIBILITIES OF A SENIOR WEALTH MANAGEMENT ASSOCIATE:
- Identify and pursue new business prospects
- Leverage product expertise to uncover opportunities within the current client portfolio
- Foster relationships within the team and with various business partners
- Prepare and deliver presentations and recommendations to clients
- Create client communication and marketing materials
- Enhance administrative workflows
- Comprehend client profiles and investment methodologies
ARE YOU THE RIGHT FIT?
Join us if you bring:
- Experience in the investment sector
- Registration as a Registered Representative (RR)
- Wealth Management Essentials (WME) certification
- Strong interpersonal communication skills
- Attention to detail and effective time management
- Outstanding client service capabilities
WHY WORK WITH US?
- Be part of an innovative organization with a collaborative culture
- Make a positive impact in communities
- Thrive in an inclusive environment that values success and creativity
- Access professional development opportunities through Scotia Academy
