Senior Associate
2 weeks ago
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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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...
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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...
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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.As a Senior Associate, you will work closely with a Wealth Advisor in the...
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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...
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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...
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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...
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Senior Associate
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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...
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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...
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