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Strategic Wealth Advisor

2 months ago

West Vancouver, British Columbia, Canada Scotiabank Full time
About ScotiaMcLeod

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.

We empower our team members to deliver Enriched Thinking, a unique approach that combines their clients' perspectives with our expertise to drive results. By working with specialists, we provide a client-centric approach to wealth management, enabling advisors to consider all facets of their clients' lives, families, and businesses. With a focus on total wealth planning, our team helps deliver a unique value proposition that enables clients to see the big picture and beyond.

Role Overview

As a Senior 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. This role offers opportunities for growth, learning, and collaboration in a dynamic environment.

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 completed and logged for tracking purposes
  • Understand client profiles and implement the Advisor's investment strategy to achieve client objectives.
Requirements and Qualifications
  • 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
Benefits and Opportunities
  • A competitive salary of $80,000 - $120,000 per year, depending on experience
  • The opportunity to join a forward-thinking organization where you can make an impact and be part of a collaborative team of innovative thinkers
  • An inclusive working environment that encourages creativity, curiosity, and celebrates success
  • Learning and Development opportunities through Scotia Academy, a virtual learning experience to upskill and develop your skills at work or from your personal device