ScotiaMcLeod Senior Associate
3 weeks ago
As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.
Key Responsibilities- Identify new business opportunities to gather additional assets and/or increase revenue
- Utilize your in-depth knowledge of financial 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 are being completed and logged for tracking purposes
- Understand client profiles and the investment strategy being used to implement client objectives
- 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
At ScotiaMcLeod, we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At ScotiaMcLeod– you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers
An organization committed to making a difference in our communities– for you and our clients
An inclusive working environment that encourages creativity, curiosity and celebrates success
Learning and Development – via Scotia Academy, a virtual learning experience to upskill and develop your skills at work or from your personal device.
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Scotiamcleod Administrative Associate
1 week ago
Calgary, Alberta, Canada Scotiabank Full timeAdministrative AssociateJoin ScotiaMcLeod, a cornerstone business within Scotia Wealth Management, as an Administrative Associate. In this role, you will contribute to the overall success of one or more Wealth Advisors by ensuring a high level of client service through effective administration and day-to-day trading of their business.Key...
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ScotiaMcLeod Senior Associate
2 weeks ago
Calgary, Alberta, Canada Scotiabank Full timeAbout ScotiaMcLeodAs a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.Our ApproachWe empower our advisors to deliver...
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ScotiaMcLeod Senior Associate
2 weeks ago
Calgary, Alberta, Canada Scotiabank Full timeAbout ScotiaMcLeodAs a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.Our ApproachWe empower our advisors to deliver...
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Scotiamcleod Administrative Associate
2 weeks ago
Calgary, Alberta, Canada Scotiabank Full timeRequisition ID: 206226 As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you'll be...
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Senior Associate
5 days ago
Calgary, Alberta, Canada Scotiabank Full timeAbout ScotiaMcLeodScotiabank's ScotiaMcLeod is a cornerstone business within Scotia Wealth Management, renowned for its commitment to service excellence and trusted investment advice. Our advisors and teams take pride in exploring innovative approaches to protecting and growing clients' assets.Role OverviewAs a Senior Associate, you will work closely with a...
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Senior Associate
5 days ago
Calgary, Alberta, Canada Scotiabank Full timeAbout ScotiaMcLeodScotiabank's ScotiaMcLeod is a cornerstone business within Scotia Wealth Management, renowned for its commitment to service excellence and trusted investment advice. Our advisors and teams take pride in exploring innovative approaches to protecting and growing clients' assets.Role OverviewAs a Senior Associate, you will work closely with a...
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Senior Associate
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Calgary, Alberta, Canada Scotiabank Full timeAbout ScotiaMcLeodScotiabank's ScotiaMcLeod is a cornerstone business within Scotia Wealth Management, renowned for its commitment to service excellence and trusted investment advice. Our advisors and teams take pride in exploring innovative approaches to protecting and growing clients' assets.Role OverviewAs a Senior Associate, you will work closely with a...
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Senior Associate
4 days ago
Calgary, Alberta, Canada Scotiabank Full timeAbout ScotiaMcLeodScotiabank's ScotiaMcLeod is a cornerstone business within Scotia Wealth Management, renowned for its commitment to service excellence and trusted investment advice. Our advisors and teams take pride in exploring innovative approaches to protecting and growing clients' assets.Role OverviewAs a Senior Associate, you will work closely with a...
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Senior Wealth Management Associate
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Calgary, Alberta, Canada Scotiabank Full timeAs a pivotal segment of Scotia Wealth Management, ScotiaMcLeod has established a strong reputation for integrity, grounded in exceptional service and reliable investment guidance. Our advisors and teams take pride in discovering innovative strategies to safeguard and enhance their clients' assets.By becoming part of ScotiaMcLeod, you will be empowered to...
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