Elevate your career as a Senior Associate at ScotiaMcLeod in White Rock, British Columbia. Collaborate with Wealth Advisors to enhance client service and drive business development every day.
As a Senior Associate with ScotiaMcLeod, you will partner closely with a Wealth Advisor, focusing on managing their business book and contributing to sales activities. This role involves utilizing your industry knowledge to identify current business opportunities and deepen client relationships. You will prepare reports and provide recommendations while ensuring efficient administrative processes.
Key Responsibilities:
• Identify current business opportunities to increase revenue
• Collaborate with Advisors to enhance client relationships




• Prepare and analyze reports for client presentations
• Develop client communication and marketing materials
• Streamline administrative task completion and tracking
Requirements:
• Experience in the securities industry
• Approval as a Registered Representative (RR) with CIRO
• Excellent verbal and written communication skills
• Solid attention to detail and time management
• Exceptional client service abilities
Leverage your expertise to enhance ScotiaMcLeod's client engagements and drive revenue growth.
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📌 Senior Wealth Associate At Scotiamcleod White Rock
🏢 Scotia Wealth Management
📍 White Rock