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Senior Associate

2 months ago

Calgary, Alberta, Canada Scotiabank Full time
About ScotiaMcLeod

Scotiabank's 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.

Role Overview

As a Senior Associate, you will work closely with a Wealth Advisor in the development and management of their book of business. Your key responsibilities will include:

  • Identifying new business opportunities to gather additional assets and/or increase revenue
  • Utilizing your in-depth knowledge of products and services to identify new opportunities within the existing client base
  • Building effective working relationships across the team and with various business lines and corporate function contacts
  • Preparing, analyzing, and presenting reports and recommendations to clients
  • Developing and distributing client communication and marketing pieces
  • Reviewing practices to ensure administrative processes are streamlined and administrative tasks are completed and logged for tracking purposes
  • Understanding client profiles and the Advisor's investment strategy being used to implement client objectives
Requirements

We are seeking an experienced professional with:

  • Experience in the securities industry
  • Registration as a Registered Representative (RR) with CIRO
  • Completion of the Wealth Management Essentials (WME) program
  • Excellent verbal and written communication skills
  • Meticulous attention to detail and excellent time management skills
  • Exceptional client service skills
What We Offer

At ScotiaMcLeod, we offer a collaborative team environment, innovative thinking, and a commitment to making a difference in our communities. You will have the opportunity to:

  • Work with a forward-thinking organization
  • Be part of a team that values diversity and inclusion
  • Develop your skills through Scotia Academy, our virtual learning experience