Senior Associate
2 days ago
At ScotiaMcLeod, we're committed to delivering exceptional client service and driving business growth. As a Senior Associate, you'll play a key role in supporting our Wealth Advisors in developing and managing their client relationships.
Key Responsibilities:
- Identify new business opportunities to expand our client base and increase revenue
- Utilize your product knowledge to identify new opportunities within our existing client base
- Build strong relationships with our Wealth Advisors and other business stakeholders
- Prepare and present reports and recommendations to clients
- Develop and distribute client communication and marketing materials
- Review and optimize administrative processes to ensure efficiency and effectiveness
Requirements:
- Experience in the securities industry
- Registered as a Registered Representative (RR) with CIRO
- Completed Wealth Management Essentials (WME) program
- Excellent communication and interpersonal skills
- Meticulous attention to detail and strong time management skills
What We Offer:
- A dynamic and supportive work environment
- Opportunities for professional growth and development
- A competitive compensation and benefits package
- A commitment to diversity and inclusion
About ScotiaMcLeod:
Scotiabank is a leading financial institution with a strong presence in Canada and around the world. Our ScotiaMcLeod business is a cornerstone of our Wealth Management division, providing trusted investment advice and wealth management services to our clients.
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