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Scotiamcleod Senior Associate

2 weeks ago

Victoria, British Columbia, Canada Scotiabank Full time

Requisition ID: 220151

As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.

When you join ScotiaMcLeod, you'll be empowered to deliver Enriched Thinking, a unique approach that incorporates your client's thinking, as well as our thinking, to drive results. You'll 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. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you'll be enabling clients to see not just the big picture, but all the little ones too.

BRIEF INTRODUCTION

As a Senior Associate you will be working within a large wealth management group. In conjunction with the lead Portfolio Manager, and other team members, you will work in the development and management of their book of business by providing effective client service and contributing to business development and sales related activities.

IS THIS ROLE RIGHT FOR YOU
In the role you will:

  • 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 being completed and logged for tracking purposes.
  • Understand client investment objectives and risk tolerance in relationship to Portfolio Manager's model portfolios.
  • Build effective working relationships across the team and with various business lines within Scotiabank.
  • Identify new business opportunities to gather additional assets and/or increase revenue.
  • Utilize your in-depth knowledge of investments and services to identify new opportunities within the existing client base.

DO YOU HAVE THE SKILLS

We would love to work with you if you have:

  • Experience in the securities industry.
  • Completed Canadian Securities Course (CSC), Conduct Practices Handbook (CPH), and the Wealth Management Essentials (WME) course.
  • Registered as a Registered Representative (RR) with CIRO.
  • Excellent verbal and written communication skills.
  • Meticulous attention to detail and excellent time management skills.
  • Exceptional client service skills.
  • Proficient in Microsoft Office Suite with advance Excel skills.

WHAT'S IN IT FOR YOU

  • Opportunity for advancement within the team.
  • Participation in mentorship program to further develop client relationship and marketing skills.
  • The opportunity to join one of the fastest growing investment teams within Scotia Wealth Management.
  • Highly Competitive Compensation that includes potential for annual performance bonuses.
  • 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.

#LI-HA1 #LI-Onsite

Location(s): Canada : British Columbia : Victoria

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.