Current jobs related to Senior Wealth Management Associate - Kingston, Ontario - Scotiabank

  • Senior Associate

    4 weeks ago


    Kingston, Ontario, Canada Scotiabank Full time

    At ScotiaMcLeod, we're seeking a Senior Associate to join our team of experienced investment management professionals. As a cornerstone business within Scotia Wealth Management, we've earned a reputation for integrity based on service excellence and trusted investment advice.Key Responsibilities:Identify new business opportunities to gather additional assets...


  • Kingston, Ontario, Canada Scotiabank Full time

    About 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...


  • Kingston, Ontario, Canada Scotiabank Full time

    At ScotiaMcLeod, a cornerstone business within Scotia Wealth Management, we have earned a reputation for integrity based on service excellence and trusted investment advice.We pride ourselves on exploring innovative approaches to protecting and growing our clients' assets. Our advisors and teams work together to deliver Enriched Thinking, a unique approach...


  • Kingston, Ontario, Canada Home Instead Senior Care Full time

    Company OverviewHome Instead Senior Care is a leading provider of home care services, dedicated to enhancing the lives of seniors in our community.We are seeking an experienced and motivated individual to fill the role of General Manager, responsible for overseeing the day-to-day operations of our office.The ideal candidate will have a passion for delivering...


  • Kingston, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Services Professional to join our Wealth Management team. This role is responsible for providing comprehensive financial planning and advice to mass affluent investing clients.About the RoleThis position involves identifying client life and financial goals, providing comprehensive reviews,...


  • Kingston, Ontario, Canada BMO Full time

    **Grow Your Career with BMO**BMO Financial Group is a leading financial institution committed to delivering exceptional client experiences. As a Wealth Management Specialist, you will play a key role in helping our clients achieve their financial goals by providing expert investment advice and guidance.**Job Overview**We are seeking a highly motivated and...


  • Kingston, Ontario, Canada Scotiabank Full time

    About This RoleWe are seeking an experienced Financial Planning Professional to join our team in Kingston, Ontario. As a key member of our wealth management team, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Job DescriptionThis role involves focusing on...


  • Kingston, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at TD Private Wealth Management. As a Client Service Associate, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments. Your primary responsibility will be to prepare...


  • Kingston, Ontario, Canada Spencer Gifts - Spirit Halloween Full time

    Job Title: Senior Assistant Store Manager-CanadaJob Summary: We are seeking a highly skilled and experienced Senior Assistant Store Manager to join our team at Spencer Gifts - Spirit Halloween. As a key member of our store management team, you will be responsible for establishing and maintaining exceptional Guest Services, supporting the Store Manager in...


  • Kingston, Ontario, Canada Palmer & Associates Full time

    Director, Human Resources › Palmer & AssociatesExecutive SearchLeadership CoachingCareer TransitionWe are seeking an experienced senior Human Resources professional to lead departmental and organizational HR activities. The ideal candidate will have strong NFP Human Resources leadership experience and a university degree, along with an HR designation and...


  • Kingston, Ontario, Canada Scotiabank Full time

    About UsScotiabank is a leading financial institution with a reputation for integrity, service excellence, and trusted investment advice. Our ScotiaMcLeod business has been empowering clients to achieve their financial goals for over 100 years.


  • Kingston, Ontario, Canada Queen's University Full time

    About Queen's UniversityQueen's University is a leading research-intensive institution with a commitment to transformative student learning experiences. We offer diverse employment opportunities across various areas, including research, faculty administration, engineering, construction, athletics, and more.We are dedicated to employment equity and diversity...


  • Kingston, Ontario, Canada Boston Pizza Kingston West Full time

    Job Title: Senior Operations ManagerJob Summary: We are seeking a highly skilled Senior Operations Manager to join our team at Boston Pizza Kingston West. As a key member of our leadership team, you will be responsible for overseeing the day-to-day operations of our restaurant, ensuring exceptional customer service, and driving sales growth.Key...


  • Kingston, Ontario, Canada Boston Pizza Kingston West Full time

    We are seeking a highly motivated and experienced Senior Sales Manager to join our team at Boston Pizza Kingston West.About the RoleAs a Senior Sales Manager, you will be responsible for leading our sales efforts and driving business growth. You will work closely with our management team to develop and implement sales strategies that meet or exceed revenue...


  • Kingston, Ontario, Canada ONTARIO INC. Full time

    Job DescriptionWe are seeking an experienced Senior Retail Operations Manager to join our team at Ontario Inc.About the RoleThis is a senior leadership position responsible for overseeing the daily operations of our retail stores. The successful candidate will be responsible for managing sales teams, implementing sales strategies, and maintaining store...


  • Kingston, Ontario, Canada Co-operators Full time

    About the RoleThe Associate Financial Advisor is a key member of our Distribution team, supporting and developing agency operations through outbound prospecting, client contact, and sales activities.Key ResponsibilitiesSupport the sales and profitable growth of life, group, and wealth management productsService and support the life, group, and wealth...


  • Kingston, Ontario, Canada Royal Bank of Canada Full time

    At Royal Bank of Canada, we are seeking a highly skilled Charitable Foundation Administration Specialist to join our team. This exciting opportunity is located in Kingston and offers a unique blend of philanthropy, wealth planning, and administrative support.We thrive on the challenge to be our best, progressive thinking to keep growing, and working together...


  • Kingston, Ontario, Canada Webber Full time

    Webber Infrastructure Management Canada Limited, a Webber Group Company, is seeking a highly skilled Senior Infrastructure Manager to join our team. This role will oversee the planning, execution, and delivery of infrastructure projects.About the RoleThis senior leadership position requires an individual with advanced knowledge of asset management, road...

  • Senior Retail Manager

    1 month ago


    Kingston, Ontario, Canada beBee Professionals Full time $45,000 - $65,000

    We are seeking a Senior Retail Manager to lead our team in Kingston, Canada. In this role, you will be responsible for the overall operations and management of the store, ensuring excellent customer service and profitability.Key Responsibilities:Manage store staff and daily operations.Ensure high customer satisfaction and service.Monitor inventory levels and...


  • Kingston, Ontario, Canada ARAMARK Canada Full time

    About the RoleWe are seeking a skilled and experienced Senior Culinary Manager to join our team at Aramark Canada. As a key member of our food service team, you will be responsible for overseeing the preparation and presentation of high-quality meals in a fast-paced kitchen environment.Job DescriptionThe successful candidate will possess excellent culinary...

Senior Wealth Management Associate

1 month ago


Kingston, Ontario, Canada Scotiabank Full time

At ScotiaMcLeod, we're seeking a skilled Senior Associate to join our team of experienced investment management professionals. As a cornerstone business within Scotia Wealth Management, we've 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 empowered to deliver Enriched Thinking, a unique approach that incorporates your client's thinking, as well as our thinking, to drive results.

You'll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client's life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you'll be enabling clients to see not just the big picture, but all the little ones too.

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's in it for you:

  • 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.
  • 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