Brief Introduction

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.

In the Role

- Identify new business opportunities to gather additional assets and/or increase revenue
- Utilize your in-depth knowledge of products and services to identify recent 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 the Advisor’s investment strategy being used to implement client objectives

Skills and Experience

- 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

Benefits

- 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

Location

Canada: Ontario: Mississauga

Equality, Diversity and Inclusion

We are committed to creating and maintaining an inclusive and accessible environment for everyone.

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📌 ScotiaMcLeod Senior Associate - Mississauga
🏢 Scotiabank
📍 Mississauga