ScotiaMcLeod Senior Associate

6 months ago

Kingston, Canada Scotiabank Full time

Requisition ID: 200356

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.

WHO WE ARE

For more than 100 years, we’ve built a reputation for outstanding service and trusted investment management advice, one client at a time. 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. 

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.

IS THIS ROLE RIGHT FOR YOU, IN THIS ROLE YOU WILL: 

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 being completed and logged for tracking purposes  Understand client profiles and that the Advisor’s investment strategy being used to implement client objectives.


DO YOU HAVE THE SKILLS, WE WOULD LOVE TO WORK WITH YOU IF YOU HAVE:

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’S IN IT FOR YOU

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

  • Senior Wealth Management Associate

    4 weeks ago

    Kingston, Ontario, Canada Scotiabank Full time

    About 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...

  • Senior Associate

    4 weeks ago

    Kingston, Ontario, Canada Scotiabank Full time

    At 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...

  • Senior Wealth Associate

    1 week ago

    Kingston, Ontario, Canada Scotiabank Full time

    About UsScotiabank is a leading financial institution with a reputation for integrity, service excellence, and trusted investment advice. Our ScotiaMcLeod business has been empowering clients to achieve their financial goals for over 100 years.

  • Personal Support Worker

    6 months ago

    Kingston, Canada Sienna Senior Living Full time

    If you’re passionate about leading a team that is, committed to the Team Member Experience and driven by innovation and growth, then join us! The Personal Support Worker is a critical role within our communities as it impacts the lives of residents and ignites the warmth of human connection. As a Personal Support Worker your typical day will impact the...

  • Personal Support Worker

    4 months ago

    Kingston, Canada Sienna Senior Living Part time

    If you're passionate about leading a team that is, committed to the Team Member Experience and driven by innovation and growth, then join us! The Personal Support Worker is a critical role within our communities as it impacts the lives of residents and ignites the warmth of human connection. As a Personal Support Worker your typical day will impact the...

  • Customer Service Associate

    6 months ago

    Kingston, Canada Value Village Full time

    **Job Title: Customer Service Associate** **Who we are**: - Our brands are Savers (in the U.S.), 2nd Ave (in the U.S.), Value Village (in the U.S. and Canada), Unique (in the U.S.), Village des Valeurs (in Quebec) and Savers Australia. _ **Summary & Positions**: At Savers / Value Village our Customer Service Associates create an awesome experience for our...

  • Merchandise Processing Associate

    6 months ago

    Kingston, Canada Value Village Full time

    **Job Title: Merchandise Processing Associate** **Who we are**: - Our brands are Savers (in the U.S.), 2nd Ave (in the U.S.), Value Village (in the U.S. and Canada), Unique (in the U.S.), Village des Valeurs (in Quebec) and Savers Australia. _ **Summary & Positions**: At Savers / Value Village our Merchandise Processing Associates create an awesome...

  • Associate, Healthcare Engagement and Sustainability

    6 months ago

    Kingston, Canada University Hospitals Kingston Foundation Full time

    **Title**: Associate, Health-care Engagement and Sustainability **Full-Time Permanent Position** **Annual Salary: $55,000 - $63,000** **Organization**:University Hospitals Kingston Foundation (UHKF) **Location**: Kingston, Ontario Are you optimistic and enthusiastic and interested in being part of an energetic team that is passionate about improving...

  • Senior Human Resources Director

    4 weeks ago

    Kingston, Ontario, Canada Palmer & Associates Full time

    Director, Human Resources › Palmer & AssociatesExecutive SearchLeadership CoachingCareer TransitionWe are seeking an experienced senior Human Resources professional to lead departmental and organizational HR activities. The ideal candidate will have strong NFP Human Resources leadership experience and a university degree, along with an HR designation and...

  • Administrative Assistant to The Associate

    2 months ago

    Kingston, Canada Queen's University Full time

    Administrative Assistant to the Associate Vice-Principal (Finance and Administration) About Queen's University Queen’s University is the Canadian research intensive university with a transformative student learning experience. Here the employment experience is as diverse as it is interesting. We have opportunities in multiple areas of globally recognized...

  • Senior Operations Manager

    4 weeks ago

    Kingston, Ontario, Canada Academy of Learning College Full time

    M KABIR CONTRACTING INC. is seeking a highly skilled Senior Operations Manager to oversee the implementation of organizational policies and programs. The ideal candidate will have a Bachelor's degree and 2 years of experience in a similar role. Key responsibilities include allocating resources, authorizing department establishment, and establishing financial...

  • Personal Support Worker Full Time

    5 months ago

    Kingston, Canada Sienna Senior Living Full time

    JOB SUMMARY: The Personal Support Worker provides for the individual needs of the residents according to established resident care plan, all components of activities of daily living and supporting participation in recreational and therapeutic activities. **_ _**RESPONSIBILITIES: - Promotes the provision of resident focused care in accordance with...

  • Personal Support Worker

    6 months ago

    Kingston, Canada Sienna Senior Living Full time

    JOB SUMMARY: The Personal Support Worker provides for the individual needs of the residents according to established resident care plan, all components of activities of daily living and supporting participation in recreational and therapeutic activities. RESPONSIBILITIES: • Promotes the provision of resident focused care in accordance with the...

  • Network Meetings

    6 months ago

    Kingston, Canada Queen's University Full time

    Network Meetings & Events Associate About Queen's University Queen’s University is the Canadian research intensive university with a transformative student learning experience. Here the employment experience is as diverse as it is interesting. We have opportunities in multiple areas of globally recognized research, faculty administration, engineering &...

  • Associate Director, Student Care

    7 months ago

    Kingston, Canada Queen's University Full time

    **About Queen's University** Queen’s University is the Canadian research intensive university with a transformative student learning experience. Here the employment experience is as diverse as it is interesting. We have opportunities in multiple areas of globally recognized research, faculty administration, engineering & construction, athletics &...

  • Full Time Personal Support Worker Nights

    6 months ago

    Kingston, Canada Sienna Senior Living Full time

    At Aspira Waterford Kingston, we take pride in being a premier healthcare facility committed to delivering exceptional care to our residents. We are actively in search of compassionate and devoted individuals to join our esteemed team as Personal Support Workers (PSWs). Are you aspiring to take the next step in your career as a Personal Support Worker? We...

  • Associate Director, Program Delivery

    6 months ago

    Kingston, Canada Queen's University Full time

    Associate Director, Program Delivery About Queen's University Queen’s University is the Canadian research intensive university with a transformative student learning experience. Here the employment experience is as diverse as it is interesting. We have opportunities in multiple areas of globally recognized research, faculty administration, engineering &...

  • Associate Director, Marketing, Communications

    2 months ago

    Kingston, Canada Queen's University Full time

    Associate Director, Marketing, Communications & External Relations About Queen's University Queen’s University is the Canadian research intensive university with a transformative student learning experience. Here the employment experience is as diverse as it is interesting. We have opportunities in multiple areas of globally recognized research, faculty...

  • Associate Director, Program Delivery

    6 months ago

    Kingston, Canada Queen's University Full time

    **About Queen's University** Queen’s University is the Canadian research intensive university with a transformative student learning experience. Here the employment experience is as diverse as it is interesting. We have opportunities in multiple areas of globally recognized research, faculty administration, engineering & construction, athletics &...

  • Network Meetings

    6 months ago

    Kingston, Canada Queen's University Full time

    **About Queen's University** Queen’s University is the Canadian research intensive university with a transformative student learning experience. Here the employment experience is as diverse as it is interesting. We have opportunities in multiple areas of globally recognized research, faculty administration, engineering & construction, athletics &...