30 Jul
|
Scotia Wealth Management
|
Canada
30 Jul
Scotia Wealth Management
Canada
Elevate your financial career as a Senior Associate with Scotiabank in Toronto, Ontario, focusing on client relationships and business strategy. Drive results through sales initiatives and compliance adherence.
This role is pivotal for professionals with two years in the industry and a solid understanding of compliance regulations. As a Senior Associate, you will champion a customer-focused culture, support advisors in developing customized business plans, and ensure high-quality client service through thorough documentation and recommendations.
Key Responsibilities:
• Champion a customer focused culture to deepen client relationships
• Generate ideas for sales and revenue building prospects
• Prepare and analyze reports for Advisor review
• Ensure accurate administration of client accounts and transactions
• Support advisors through client trade entry and suitability checks
Requirements:
• Minimum of 2 years industry experience
• Excellent written and verbal communication skills
• Robust organizational abilities and initiative
• Understanding of compliance regulations
• Bilingualism in English and Spanish preferred
Leverage your expertise and join Scotiabank in delivering exceptional client services and strategic support.
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📌 Senior Associate At Scotiabank Toronto (Canada)
🏢 Scotia Wealth Management
📍 Canada