Join ScotiaMcLeod in White Rock, British Columbia, as a Senior Associate focused on client engagement and business development. Deliver exceptional service and expand your advisory skills in a supportive environment.

In this role, you will support a Wealth Advisor in managing their client book and contributing to business strategies. Your responsibilities will include identifying new opportunities within existing clients and preparing insightful reports. Collaboration with Advisors is key to reinforcing client relationships and ensuring smooth administrative processes.

Key Responsibilities:
• Identify opportunities to gather assets and increase revenue
• Work closely with Advisors to deepen client connections
• Prepare, analyze,



and present client reports
• Create and distribute communication materials
• Regularly review administrative tasks for efficiency

Requirements:
• Securities industry experience required
• Registered Representative (RR) approval with CIRO
• Strong communication skills, both verbal and written
• Meticulous attention to detail and time management
• Client service skills with a qualified demeanor

Enhance your career by making a difference in clients' financial journeys at ScotiaMcLeod.
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📌 Wealth Management Senior Associate Role (British Columbia)
🏢 Scotia Wealth Management
📍 British Columbia