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Senior Wealth Management Associate
3 months ago
Position Overview
As a vital component of Scotia Wealth Management, ScotiaMcLeod has established a strong reputation for integrity, characterized by exceptional service and reliable investment guidance. Our teams are dedicated to discovering innovative strategies to safeguard and enhance our clients' financial assets.
In your role at ScotiaMcLeod, you will be empowered to implement Enriched Thinking, a distinctive methodology that merges your insights with those of our team to achieve optimal outcomes. Collaborating with a diverse group of specialists, you will adopt a client-focused strategy in wealth management, considering all aspects of your clients' lives, families, and businesses. With an emphasis on comprehensive wealth planning and access to wealth specialists, you will help clients appreciate not only the overarching goals but also the finer details of their financial journeys.
Key Responsibilities
As a Senior Associate, your contributions will include:
- Identifying and pursuing new business avenues to enhance asset acquisition and revenue growth.
- Leveraging your extensive knowledge of products and services to uncover additional opportunities within the current client portfolio.
- Fostering effective working relationships across teams and with various business units and corporate functions.
- Preparing, analyzing, and delivering comprehensive reports and recommendations to clients.
- Creating and disseminating client communications and marketing materials.
- Reviewing operational practices to ensure efficiency in administrative processes and accurate tracking of tasks.
- Understanding client profiles and the investment strategies employed by Advisors to meet client objectives.
Qualifications
We invite candidates who possess the following skills:
- Experience within the securities sector.
- Current registration as a Registered Representative (RR) with CIRO.
- Completion of the Wealth Management Essentials (WME) program.
- Strong verbal and written communication abilities.
- Attention to detail and excellent time management capabilities.
- Outstanding client service skills.
Benefits
At ScotiaMcLeod, we are committed to supporting our employees in building their futures, fostering an environment where individuality is valued, and collaboration is encouraged. Our dedication to diversity and inclusion, coupled with a performance-driven culture that emphasizes coaching, learning, and development, creates limitless opportunities. Here, you can make a significant impact, contributing to the futures of our clients and their communities.
We offer a chance to be part of a progressive organization surrounded by a collaborative team of innovative thinkers, a commitment to community engagement, and an inclusive workplace that promotes creativity and celebrates achievements. Additionally, you will have access to Scotia Academy, a virtual learning platform designed to enhance your skills and professional development.
