Senior Associate
1 month ago
ScotiaMcLeod is a cornerstone business within Scotia Wealth Management, renowned for its commitment to service excellence and trusted investment advice. Our advisors and teams take pride in exploring innovative approaches to protecting and growing clients' assets.
Role OverviewAs a Senior Associate, you will work closely with a Wealth Advisor to develop and manage their book of business. Your key responsibilities will include:
- Identifying new business opportunities to gather additional assets and/or increase revenue
- Utilizing your in-depth knowledge of products and services to identify new opportunities within the existing client base
- Building effective working relationships across the team and with various business lines and corporate function contacts
- Preparing, analyzing, and presenting reports and recommendations to clients
- Developing and distributing client communication and marketing pieces
- Reviewing practices to ensure administrative processes are streamlined and administrative tasks are completed and logged for tracking purposes
- Understanding client profiles and the Advisor's investment strategy being used to implement client objectives
To be successful in this role, you will need:
- 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
At ScotiaMcLeod, we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At ScotiaMcLeod– you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers
An organization committed to making a difference in our communities– for you and our clients
An inclusive working environment that encourages creativity, curiosity and celebrates success
Learning and Development – via Scotia Academy, a virtual learning experience to upskill and develop your skills at work or from your personal device
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Kingston, Ontario, Canada Scotiabank Full timeAbout ScotiaMcLeodScotiaMcLeod is a cornerstone business within Scotia Wealth Management, renowned for its commitment to service excellence and trusted investment advice. Our advisors and teams take pride in exploring innovative approaches to protecting and growing clients' assets.Role OverviewAs a Senior Associate, you will work closely with a Wealth...
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2 weeks ago
Kingston, Ontario, Canada Scotiabank Full timeAt ScotiaMcLeod, we're seeking a Senior Associate to join our team of experienced investment management professionals. As a cornerstone business within Scotia Wealth Management, we've earned a reputation for integrity based on service excellence and trusted investment advice.Key Responsibilities:Identify new business opportunities to gather additional assets...
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Kingston, Ontario, Canada Scotiabank Full timeAbout ScotiaMcLeodScotiaMcLeod is a cornerstone business within Scotia Wealth Management, renowned for its commitment to service excellence and trusted investment advice. Our advisors and teams take pride in exploring innovative approaches to protecting and growing clients' assets.Role OverviewAs a Senior Associate, you will work closely with a Wealth...
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Kingston, Ontario, Canada Scotiabank Full timeAbout ScotiaMcLeodScotiaMcLeod is a cornerstone business within Scotia Wealth Management, renowned for its commitment to service excellence and trusted investment advice. Our advisors and teams take pride in exploring innovative approaches to protecting and growing clients' assets.Role OverviewAs a Senior Associate, you will work closely with a Wealth...
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Senior Associate
4 weeks ago
Kingston, Ontario, Canada Scotiabank Full timeAbout ScotiaMcLeodScotiaMcLeod is a cornerstone business within Scotia Wealth Management, renowned for its commitment to service excellence and trusted investment advice. Our advisors and teams take pride in exploring innovative approaches to protecting and growing clients' assets.Role OverviewAs a Senior Associate, you will work closely with a Wealth...
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Kingston, Ontario, Canada Scotiabank Full timeAbout ScotiaMcLeodScotiaMcLeod is a cornerstone business within Scotia Wealth Management, renowned for its commitment to service excellence and trusted investment advice. Our advisors and teams take pride in exploring innovative approaches to protecting and growing clients' assets.Role OverviewAs a Senior Associate, you will work closely with a Wealth...
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Senior Associate
4 weeks ago
Kingston, Ontario, Canada Scotiabank Full timeAbout ScotiaMcLeodScotiaMcLeod is a cornerstone business within Scotia Wealth Management, renowned for its commitment to service excellence and trusted investment advice. Our advisors and teams take pride in exploring innovative approaches to protecting and growing clients' assets.Role OverviewAs a Senior Associate, you will work closely with a Wealth...
