Senior Wealth Associate
3 weeks ago
About the Role
We are seeking a highly motivated and experienced Senior Associate to join our ScotiaMcLeod team. As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice.
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
About ScotiaMcLeod
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. At ScotiaMcLeod– you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
What We Offer
- 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
-
Senior Wealth Management Associate
2 weeks ago
White Rock, British Columbia, Canada Scotiabank Full timeAt ScotiaMcLeod, we're seeking a skilled Senior Associate to join our team of wealth 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:Work closely with a Wealth Advisor in the development and management of...
-
Senior Associate
2 weeks ago
White Rock, British Columbia, Canada Scotiabank Full timeAbout the RoleAs a Senior Associate at ScotiaMcLeod, you will play a key role in the development and management of a Wealth Advisor's book of business. This involves providing exceptional client service, contributing to business development and sales-related activities, and working closely with the Wealth Advisor to identify new business opportunities.Key...
-
Senior Associate
3 weeks ago
White Rock, British Columbia, Canada Scotiabank Full timeAs 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...
-
Senior Associate
1 month ago
White Rock, British Columbia, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and experienced Senior Associate to join our ScotiaMcLeod team. As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice.Key ResponsibilitiesIdentify new business opportunities to gather additional...
-
Senior Associate
1 month ago
White Rock, British Columbia, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and experienced Senior Associate to join our ScotiaMcLeod team. As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice.Key ResponsibilitiesIdentify new business opportunities to gather additional...
-
ScotiaMcLeod Senior Associate Position
6 hours ago
White Rock, British Columbia, Canada Scotiabank Full timeAbout the Role:We are seeking a highly skilled Senior Associate to join our ScotiaMcLeod team, where you will work closely with a Wealth Advisor to develop and manage their book of business, providing exceptional client service and contributing to business development and sales initiatives.Key Responsibilities:Identify new business opportunities to acquire...
-
Senior Associate
1 month ago
White Rock, British Columbia, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and experienced Senior Associate to join our ScotiaMcLeod team. As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice.Key ResponsibilitiesIdentify new business opportunities to gather additional...
-
Senior Associate
1 month ago
White Rock, British Columbia, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and experienced Senior Associate to join our ScotiaMcLeod team. As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice.Key ResponsibilitiesIdentify new business opportunities to gather additional...
-
Senior Associate
1 month ago
White Rock, British Columbia, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and experienced Senior Associate to join our ScotiaMcLeod team. As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice.Key ResponsibilitiesIdentify new business opportunities to gather additional...
-
Senior Associate
1 month ago
White Rock, British Columbia, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and experienced Senior Associate to join our ScotiaMcLeod team. As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice.Key ResponsibilitiesIdentify new business opportunities to gather additional...
-
Senior Associate, Community Management
3 weeks ago
White Rock, British Columbia, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Senior Associate to join our Community Management team. As a key member of our team, you will play a critical role in the development and management of our business by providing exceptional client service and contributing to business development and sales-related activities.Key ResponsibilitiesIdentify new...
-
Financial Services Associate
2 weeks ago
White Rock, British Columbia, Canada Canadian Imperial Bank of Commerce Full timeWe're building a relationship-oriented bank for the modern world. As a member of the Personal and Business Banking Team, you'll partner with Financial Advisors to help high value clients secure their futures and set up their businesses.As a Financial Services Associate in the Imperial Service Team, you'll provide administrative and client support to seek...
-
ScotiaMcLeod Senior Associate
1 month ago
White Rock, Canada Scotiabank Full timeTitle: ScotiaMcLeod Senior Associate - White Rock, BCRequisition ID: 208572As 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 their clients'...
-
ScotiaMcLeod Senior Associate
5 months ago
White Rock, Canada Scotiabank Full timeRequisition ID: 197178 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 their clients' assets. When you join ScotiaMcLeod, you’ll...
-
ScotiaMcLeod Senior Associate
1 month ago
White Rock, Canada Scotiabank Full timeRequisition ID: 208572As 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 their clients' assets. When you join ScotiaMcLeod, you’ll be...
-
Scotiamcleod Administrative Associate
5 months ago
White Rock, Canada Scotiabank Full timeRequisition ID: 173470 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 their clients' assets. When you join ScotiaMcLeod, you’ll be...
-
Scotiamcleod Administrative Associate
5 months ago
White Rock, Canada Scotiabank Full timeRequisition ID: 185982 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 their clients' assets. When you join ScotiaMcLeod, you’ll be...
-
Scotiamcleod Administrative Associate
5 months ago
White Rock, Canada Scotiabank Full timeRequisition ID: 186897 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 their clients' assets. When you join ScotiaMcLeod, you’ll be...
-
Customer Experience Associate
5 months ago
White Rock, Canada Scotiabank Full timeRequisition ID: 183637 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial...
-
Administrative Associate
5 months ago
White Rock, Canada BMO Financial Group Full time1959 152nd Street White Rock British Columbia,V4A 9E3 Exciting News! Opportunity to come and join our disruptive Wealth Advisory Team. Are you ready to shake up the financial industry? We are thrilled to announce that we are expanding and hiring for our innovative wealth advisory team that is all about challenging the status quo and moving forth thought...
-
Financial Services Associate
5 months ago
White Rock, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Overnight Reception
5 months ago
White Rock, Canada Pacific Carlton Seniors Community Full timeVRS Communities Society is looking for an **Overnight Receptionist **to join our team at our newest site in Port Alberni, Timberline Seniors Community. If you’re looking for a position with great working hours and work-life balance, then this may be the position for you! Continue reading below for more information. We look forward to working with...
-
Receptionist
2 months ago
White Rock, Canada Pacific Carlton Seniors Community Full timeVRS Communities Society is looking for a **Casual Receptionist **to join our team at our White Rock, Pacific Carlton Seniors Community. If you’re looking for a position with great working hours and work-life balance, then this may be the position for you! Continue reading below for more information. We look forward to working with you! **JOB...
-
Part-time Receptionist
5 months ago
White Rock, Canada Pacific Carlton Seniors Community Full timeVRS Communities Society is looking for a Part-Time Receptionist (Temporary) to join our team at our site in South Surrey/White Rock, Pacific Carlton Seniors Community. If you're looking for a position with great working hours and work-life balance, then this may be the position for you! Continue reading below for more information. We look forward to working...
-
White Rock, Canada Fraser Health Full timeWhy Fraser Health?: The Department of Anesthesiology is seeking passionate and dedicated Anesthesiologists to join a welcoming and supportive team at Peace Arch Hospital (PAH). Our team serves both daycare and surgical inpatients from across the south Fraser region. Surgical specialties at PAH include:General surgery (including major bowel cases)Obstetrics &...
-
White Rock, Canada Fraser Health Full timeWhy Fraser Health?: The Department of Anesthesiology is seeking passionate and dedicated Anesthesiologists to join a welcoming and supportive team at Peace Arch Hospital (PAH). Our team serves both daycare and surgical inpatients from across the south Fraser region. Surgical specialties at PAH include:General surgery (including major bowel cases)Obstetrics &...
-
Anesthesiologist - Community - White Rock - Peace
5 months ago
White Rock, Canada Fraser Health Full time**Why Fraser Health?**: Fraser Health (FH) is the heart of health care for nearly two million people in 20 diverse communities from Burnaby to Fraser Canyon on the traditional, ancestral and unceded territories of the Coast Salish and Nlaka’pamux Nations and is home to six Métis Chartered Communities. Our hospital and community-based services are...
-
White Rock, Canada Fraser Health Full timeWhy Fraser Health?: Fraser Health is the heart of health care for over two million people in 20 diverse communities from Burnaby to Fraser Canyon on the traditional, ancestral and unceded lands of the Coast Salish and Nlaka’pamux Nations and is home to 32 First Nations within the Fraser Salish region. Our hospital and community-based services are...
-
White Rock, Canada Fraser Health Full timeWhy Fraser Health?: Fraser Health is the heart of health care for over two million people in 20 diverse communities from Burnaby to Fraser Canyon on the traditional, ancestral and unceded lands of the Coast Salish and Nlaka’pamux Nations and is home to 32 First Nations within the Fraser Salish region. Our hospital and community-based services are...
-
White Rock, Canada Fraser Health Full timeWhy Fraser Health?:Fraser Health is the heart of health care for over two million people in 20 diverse communities from Burnaby to Fraser Canyon on the traditional, ancestral and unceded lands of the Coast Salish and Nlaka’pamux Nations and is home to 32 First Nations within the Fraser Salish region.Our hospital and community-based services are delivered...
-
Purchasing Specialist
2 months ago
White Rock, Canada City of White Rock Full time**Purchasing Specialist**: **Employment Type: Regular Full Time** **Pay Grade 26: $46.07 - $54.44** **Hours of Work: 0830 - 16:30** **Competition Number: 2024-34** **Closing Date: October 1, 2024 at 4:30pm** **The City of White Rock - where every wave of talent helps shape our City by the sea. **We are proud to be an equal opportunity workplace and is...
-
Anesthesiology
1 month ago
White Rock, Canada Peace Arch Hospital Full timeFHA-6779StatusOpenSitePeace Arch HospitalSite TypeHospitalType of PositionPermanentDate RangeHours of WorkPart Time | Full TimeOn CallCommentsFRCPC EligibleCPSBC Eligible for Full LicenseQualifications, Education and SkillsRequisitesCurrent College of Physicians and Surgeons of British Columbia (CPSBC) LicenseFullCanadian Medical Protective Association...