Client-Focused Senior Associate Role (Ontario)

Client-Focused Senior Associate Role (Ontario)

05 Aug
|
Scotiabank
|
Ontario

05 Aug

Scotiabank

Ontario

Discover a fulfilling role as a Senior Associate at ScotiaMcLeod, located in Mississauga, Ontario. Collaborate with Wealth Advisors to deliver premium client service and drive business success.

In this position, you will contribute significantly by identifying opportunities to gather assets and increase revenue through exceptional service provisions. Your role emphasizes building relationships, preparing comprehensive reports, and enhancing client communication. Streamlining administrative processes will also be part of your contributions to efficiency and tracking.

Key Responsibilities:
• Identify and develop current business opportunities with clients
• Prepare, analyze, and communicate detailed reports
• Foster effective relationships within business teams




• Create and distribute marketing pieces for clients
• Ensure smooth administrative workflows and task tracking

Requirements:
• Experience in the securities industry is required
• Must be a Registered Representative (RR) with CIRO
• Completion of Wealth Management Essentials (WME)
• Excellent communication and organizational skills
• Strong commitment to client service and attention to detail

Bring your expertise and passion for client service to ScotiaMcLeod, making an impact in Mississauga's financial landscape.
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📌 Client-Focused Senior Associate Role (Ontario)
🏢 Scotiabank
📍 Ontario

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