Senior Associate

3 weeks ago


Kingston, Ontario, Canada Scotiabank Full time
About ScotiaMcLeod

Scotiabank is a leading financial institution with a rich history of providing outstanding service and trusted investment management advice. Our ScotiaMcLeod team has earned a reputation for integrity based on service excellence and trusted investment advice.

Job Summary

We are seeking a highly motivated and experienced Senior Associate to join our ScotiaMcLeod team. 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.

Key Responsibilities
  • 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 being completed and logged for tracking purposes
  • Understand client profiles and that the Advisor's investment strategy being used to implement client objectives.
Requirements
  • 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 We Offer
  • A collaborative team environment that encourages creativity and innovation
  • A comprehensive training program to support your professional development
  • A competitive compensation package and benefits
  • The opportunity to work with a leading financial institution and make a meaningful impact in the lives of our clients

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