ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is a full-service wealth management firm with a history dating back to 1921. Our Enriched Thinking approach brings together investment, wealth planning, and advisory specialists to deliver personalized solutions. You’ll be supported by a team-based setting that values integrity, client focus, and continuous growth. At ScotiaMcLeod, you’re joining a firm where ideas spark, collaboration thrives, and you’re empowered to reach your full potential while making a real impact in your clients' lives.
Position
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 activities.
In The Role You Will
Identify new business prospects to gather additional assets and/or increase revenue
Utilize in-depth knowledge of products and services to identify opportunities within the existing client base
Work with Advisor and Total Wealth Specialists to deepen client relationships
Prepare, analyze, and present reports and recommendations to clients
Collaborate with the Advisor to develop and distribute client communications and marketing pieces
Regularly review practices to ensure administrative processes are streamlined and tasks are completed and logged for tracking
What You Need
Experience in the securities industry
Approval as a Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO)
Excellent verbal and written communication skills
Meticulous attention to detail and excellent time management
Exceptional client service skills and professionalism
What’s In It For You
Competitive compensation and benefits package including annual incentives, time off entitlements, pension plan, Employee Share Ownership Plan, and favorable employee rates for banking
Opportunity to join a forward-thinking organization with a team-oriented team of innovative thinkers
Commitment to making a difference in our communities for you and our clients
Inclusive environment that encourages creativity, curiosity and celebrates success
Learning and development via Scotia Academy, a virtual learning experience to upskill and develop your skills