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Business Development Associate
2 months ago
Company Overview
Scotiabank is a leading bank in the Americas, guided by its purpose: "for every future". The organization helps customers, their families, and communities achieve success through a wide range of advice, products, and services.
About ScotiaMcLeod
As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has 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 clients' assets.
Job Summary
We are seeking an Administrative Associate to contribute to the overall success of one or more Wealth Advisors by ensuring high levels of client service through effective administration and day-to-day trading of their business.
Duties and Responsibilities
- Client Administration: Ensure effective client administration by managing all administrative processes and escalations requiring investigation.
- Client Service: Demonstrate high levels of client service by supporting advisors in regular reviews of portfolios, including entering client trades as directed and identifying client needs.
- Marketing Assistance: Provide marketing assistance by coordinating materials, events, and seminars to increase opportunities to grow assets and/or revenue.
- Business Growth: Support the growth of the business by managing tracking reports for Wealth Advisors to review targets, recommendations, and financial plans/concepts.
- Collaboration: Build effective working relationships across various departmental and business line contacts by actively collaborating and sharing knowledge and experience.
Requirements and Qualifications
We would love to work with you if you have:
- Experience in the securities industry.
- Already duly registered as an Investment Representative (IR) with CIRO.
- Excellent verbal and written communication skills.
- Strong organizational skills.
- Able to take initiative, work independently, and meet deadlines.
- Meticulous attention to detail and excellent time management skills.
- Exceptional client service skills.
What We Offer
- An estimated salary of $70,000 - $80,000 per year, depending on experience.
- The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
- An inclusive working environment that encourages creativity, curiosity, and celebrates success.
- Learning and development opportunities, including free access to Scotia Academy to upskill and develop your skills.
About Scotiabank
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone.
