Wealth Management Consultant

11 hours ago


Kingston, Ontario, Canada Scotiabank Full time

At ScotiaMcLeod, a cornerstone business within Scotia Wealth Management, we have earned a reputation for integrity based on service excellence and trusted investment advice.

We pride ourselves on exploring innovative approaches to protecting and growing our clients' assets. Our advisors and teams work together to deliver Enriched Thinking, a unique approach that incorporates your client's thinking, as well as our thinking, to drive results.

You will be empowered to work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client's life, family, and business.

We focus on total wealth planning, and our wealth specialists help you deliver on this unique value proposition, enabling clients to see not just the big picture, but all the little ones too.

Our History

We've built a reputation for outstanding service and trusted investment management advice, one client at a time, for over 100 years.

From our roots in 1921 as a trusted source of investment advice, ScotiaMcLeod has grown into a full-service wealth management firm with a team of experienced investment management professionals and a bold, distinctive culture of professionalism and integrity.

While remaining true to our century-old guiding principles, we bring Canadian investors the future of wealth management by offering proactive, informed investment advice, creative financial solutions, and innovative approaches to protecting and growing your assets.

About the Role

As a Senior Associate, you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to business development and sales-related activities.

Key responsibilities include identifying new business opportunities, utilizing product knowledge to identify new opportunities within the existing client base, building relationships across the team, preparing reports, developing client communication, reviewing administrative processes, and understanding client profiles.

Your Skills

We are looking for an experienced individual with:

Experience in the securities industryAlready duly registered as a Registered Representative (RR) with CIROSuccessfully completed the Wealth Management Essentials (WME)Excellent verbal and written communication skillsMeticulous attention to detail and excellent time management skillsExceptional client service skills

What's in it for You

At ScotiaMcLeod, we offer a dynamic and inclusive working environment where you can grow your career and make an impact. With a commitment to diversity and inclusion, a performance-oriented culture, and endless possibilities, you'll have the opportunity to join a forward-thinking organization surrounded by a collaborative team of innovative thinkers.

We also offer competitive compensation, including an estimated annual salary of $85,000 - $110,000, depending on experience and qualifications.


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