Senior Wealth Management Associate

2 days ago

Calgary, Alberta, Canada Scotiabank Full time

At ScotiaMcLeod, we offer a unique opportunity to excel in a dynamic wealth management environment. As a Senior Associate, you will play a key role in supporting our Wealth Advisors in developing and managing their book of business.

Key Responsibilities:

  • Identify new business opportunities to grow our client base and increase revenue.
  • Utilize in-depth knowledge of products and services to identify new opportunities within our existing client base.
  • Build effective working relationships across our 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 administrative processes to ensure efficiency and accuracy.

Requirements:

  • Experience in the securities industry.
  • Registered as a Registered Representative (RR) with CIRO.
  • Completed 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.

About ScotiaMcLeod:

We are a cornerstone business within Scotia Wealth Management, known for our commitment to service excellence and trusted investment advice. Our team of advisors and specialists pride themselves on exploring innovative approaches to protecting and growing our clients' assets.

What We Offer:

  • A collaborative team environment that encourages creativity and innovation.
  • A performance-oriented culture that includes coaching, learning, and development opportunities.
  • A commitment to making a difference in our communities.
  • An inclusive working environment that celebrates success and diversity.

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