Senior Associate

3 weeks ago


Edmonton, Alberta, Canada Scotiabank Full time

About the Role

We are seeking a highly motivated Senior Associate to join our Wealth Management team. As a key member of our team, you will work closely with a Wealth Advisor to develop and manage their book of business.

Key Responsibilities

  • Identify new business opportunities to grow our client base and increase revenue
  • Utilize your in-depth knowledge of products and services to identify new opportunities within our existing client base
  • Build effective working relationships across the 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 practices to ensure administrative processes are streamlined and administrative tasks are completed and logged for tracking purposes
  • Understand client profiles and implement client objectives using our Advisor's investment strategy

Requirements

  • Experience in the securities industry
  • Already duly registered as a Registered Representative (RR) with CIRO
  • Successfully completed the Wealth Management Essentials (WME)
  • Excellent verbal and written communication skills
  • Meticulous attention to detail and excellent time management skills
  • Exceptional client service skills

About Scotiabank

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank. We are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let our Recruitment team know.



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