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Financial Services Specialist
2 months ago
About ScotiaMcLeod
Scotiabank's ScotiaMcLeod is a leading business within Scotia Wealth Management, renowned for its commitment to integrity and service excellence. Our advisors and teams take pride in delivering innovative approaches to protecting and growing clients' assets.
Our Approach
We empower our Investment Associates to deliver Enriched Thinking, a unique approach that incorporates clients' thinking and our expertise to drive results. Our team of specialists works collaboratively to deliver a client-centric approach to wealth management, enabling our Investment Associates to consider all facets of clients' lives, families, and businesses.
Role Overview
As an Investment Associate, you will work closely with a Wealth Advisor to develop and manage 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 in-depth knowledge of products and services to identify new opportunities within the existing client base
- Work with Advisor and Total Wealth Specialists to deepen client relationships through total wealth planning
- Prepare, analyze, and present reports and recommendations to clients
- Work with the Advisor to develop and distribute client communication and marketing pieces
- Act as a leader to other associates on the team and within the branch by providing direction and coaching
- Regularly review practices to ensure administrative processes are streamlined and administrative tasks are completed and logged for tracking purposes
Requirements
- Experience in the securities industry
- Registered Representative (RR) with CIRO or in the process of being registered
- 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, providing a professional and respectful experience
What We Offer
- A collaborative team environment that encourages creativity and innovation
- A commitment to diversity and inclusion, with a performance-oriented culture that includes coaching, learning, and development
- The opportunity to make a difference in our communities, for you and our clients
- An inclusive working environment that celebrates success
- Learning and Development opportunities through Scotia Academy, a virtual learning experience to upskill and develop your skills
