Join ScotiaMcLeod as a Senior Associate in Calgary, focusing on wealth management and client service. Collaborate closely with Wealth Advisors to foster robust client relationships.
This position involves supporting Wealth Advisors by managing their book of business. You will have the chance to contribute to revenue generation by identifying new business opportunities and enhancing client relations through effective communication. Your role will require meticulous attention to detail as you prepare valuable client insights and reports.
Key Responsibilities:
• Identify and pursue new revenue opportunities
• Analyze client needs using in-depth product knowledge
• Collaborate with Advisors to deepen client engagement
• Prepare comprehensive client reports and recommendations
• Regularly review and improve administrative practices
Requirements:
• Prior experience in the securities sector
• CIRO Registered Representative (RR) accreditation
• Exceptional verbal and written communication abilities
• Strong detail orientation and time management skills
• Professionalism in client interactions
Enhance wealth management skills and impact clients’ financial futures at ScotiaMcLeod in Calgary.
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