Senior Wealth Associate

2 weeks ago

Calgary, Alberta, Canada Scotiabank Full time

At ScotiaMcLeod, we're committed to delivering exceptional client service and driving business growth. As a Senior Associate, you'll work closely with a Wealth Advisor to develop and manage their book of business, providing effective client service and contributing to business development and sales-related activities.

Key Responsibilities:

  • Identify new business opportunities to gather additional assets and/or increase revenue
  • Utilize your in-depth knowledge of products and services to identify new opportunities within the 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 being completed and logged for tracking purposes
  • Understand client profiles and the Advisor's investment strategy being used to implement client objectives

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

What We Offer:

  • A collaborative team environment that encourages creativity and innovation
  • A commitment to diversity and inclusion, with a focus on making a positive impact in our communities
  • Opportunities for learning and development, including Scotia Academy
  • A performance-oriented culture that includes coaching, learning, and development

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