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 new 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 Perks - 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.

📌 ScotiaMcLeod Senior Associate - Mississauga
🏢 Scotiabank
📍 Mississauga