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 current 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 Scotia McLeod 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 Scotia McLeod‑ 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 team-oriented team of cutting-edge 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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