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Kingston, Ontario, Canada Scotiabank Full timeAbout ScotiaMcLeodScotiaMcLeod 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 Wealth...
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Kingston, Ontario, Canada Scotiabank Full timeAbout ScotiaMcLeodScotiaMcLeod 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 Wealth...
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Kingston, Ontario, Canada Scotiabank Full timeAbout ScotiaMcLeodScotiaMcLeod 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 Wealth...
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Kingston, Ontario, Canada Scotiabank Full timeAbout ScotiaMcLeodScotiaMcLeod 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 Wealth...
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Kingston, Ontario, Canada Scotiabank Full timeAbout ScotiaMcLeodScotiaMcLeod 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 Wealth...
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Kingston, Ontario, Canada Scotiabank Full timeAbout ScotiaMcLeodScotiaMcLeod 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 Wealth...
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1 month ago
Kingston, Ontario, Canada Scotiabank Full timeAbout ScotiaMcLeodScotiaMcLeod 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 Wealth...
Senior Associate
2 months ago
About ScotiaMcLeod
Scotiabank's ScotiaMcLeod is a leading wealth management firm that has earned a reputation for integrity based on service excellence and trusted investment advice. Our team of experts prides themselves on exploring innovative approaches to protecting and growing our clients' assets.
Our Approach
We take a client-centric approach to wealth management, empowering our advisors to deliver Enriched Thinking. This unique approach incorporates our clients' thinking, as well as our own, to drive results. Our team of specialists works together to deliver a comprehensive wealth management experience, enabling our clients to see not just the big picture, but all the little ones too.
Our Culture
We're committed to making a difference in our communities and fostering an inclusive working environment that encourages creativity, curiosity, and celebrates success. Our performance-oriented culture includes coaching, learning, and development opportunities to help our employees build their futures.
Job Summary
We're seeking a Senior Associate to work closely with a Wealth Advisor in the development and management of their book of business. As a Senior Associate, you will provide effective client service and contribute 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 are being completed and logged for tracking purposes
- Understand client profiles and 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
