Senior Associate
4 weeks ago
At ScotiaMcLeod, we're committed to delivering exceptional wealth management services to our clients. As a Senior Associate, you'll play a key role in helping our Wealth Advisors develop and manage their book of business.
Key Responsibilities:
- Identify new business opportunities to grow our client base and increase revenue
- Utilize your knowledge of our products and services to identify new opportunities within our existing client base
- Build strong relationships with our team and external partners to drive business growth
- Prepare and present reports and recommendations to clients
- Develop and distribute client communication and marketing materials
- Streamline administrative processes to improve efficiency
Requirements:
- Experience in the securities industry
- Registered as a Registered Representative (RR) with CIRO
- Completed the Wealth Management Essentials (WME) program
- Excellent communication and interpersonal skills
- Meticulous attention to detail and strong time management skills
About ScotiaMcLeod:
We're a leading wealth management firm dedicated to helping our clients achieve their financial goals. Our team is passionate about delivering exceptional service and building long-term relationships with our clients.
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