Make a meaningful impact as a Senior Associate with ScotiaMcLeod in Calgary, specializing in wealth management and client relationship building. This role emphasizes business development and effective service delivery.

As a Senior Associate, you will work in tandem with Wealth Advisors to develop client portfolios and identify growth opportunities. Your role utilizes your background in the securities industry to foster deeper client relationships and facilitate successful financial strategies. Effective communication and analysis will be key in presenting tailored solutions to clients.

Key Responsibilities:
• Identify new business opportunities within the client base
• Leverage product knowledge to uncover potential for existing clients




• Collaborate with Advisors for enhanced client communication
• Prepare and present insightful recommendations to clients
• Streamline tasks for improved administrative efficiency

Requirements:
• Experience within the securities industry is required
• Must be a Registered Representative (RR) with CIRO
• Solid verbal and written communication skills
• Attention to detail and exceptional time management
• High professionalism in client interactions

Advance your career while driving client success at ScotiaMcLeod in Calgary.
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📌 Calgary Senior Associate at ScotiaMcLeod (Alberta)
🏢 Scotia Wealth Management
📍 Alberta