Senior Wealth Management Associate
1 month ago
As a Senior Associate at ScotiaMcLeod, you will play a key role in the development and management of a Wealth Advisor's book of business. Your primary responsibility will be to provide exceptional 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
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 We Offer:
- A collaborative team environment that encourages creativity and innovation
- A commitment to diversity and inclusion
- A performance-oriented culture that includes coaching, learning, and development
- The opportunity to make a meaningful impact on the futures of our 25 million customers
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