Senior Associate

2 weeks ago


White Rock, British Columbia, Canada Scotiabank Full time

About the Role

As 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 Responsibilities

  • Identify and pursue new business opportunities to grow the client base and increase revenue
  • Utilize in-depth knowledge of products and services to identify new opportunities within the existing client base
  • Build strong relationships with clients, colleagues, and business partners to drive business growth
  • Prepare and present reports and recommendations to clients, and develop and distribute client communication and marketing materials
  • Streamline administrative processes and ensure accurate tracking of tasks and client information

Requirements

  • Experience in the securities industry, with a strong understanding of financial products and services
  • Registration as a Registered Representative (RR) with CIRO, and completion of the Wealth Management Essentials (WME) program
  • Excellent verbal and written communication skills, with a focus on client service and relationship-building
  • Meticulous attention to detail and strong time management skills

About ScotiaMcLeod

Scotiabank is a leading bank in the Americas, guided by its purpose of helping customers, their families, and their communities achieve success. As a member of the ScotiaMcLeod team, you will be part of a collaborative and innovative environment that values diversity, inclusion, and employee development. With a focus on total wealth planning and a commitment to making a difference in our communities, ScotiaMcLeod offers a unique opportunity to build a rewarding career in wealth management.


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