26 Aug
|
Scotiabank
|
Mississauga
26 Aug
Scotiabank
Mississauga
Discover a fulfilling role as a Senior Associate at ScotiaMcLeod, located in Mississauga, Ontario. Collaborate with Wealth Advisors to deliver premium client service and drive business success. In this position, you will contribute significantly by identifying opportunities to gather assets and increase revenue through exceptional service provisions.
Your role emphasizes building relationships, preparing comprehensive reports, and enhancing client communication. Streamlining administrative processes will also be part of your contributions to efficiency and tracking. Key Responsibilities:
Identify and develop recent business prospects with clients
Prepare, analyze, and communicate detailed reports
Foster effective relationships within business teams
Create and distribute marketing pieces for clients
Ensure smooth administrative workflows and task tracking Requirements:
Experience in the securities industry is required
Must be a Registered Representative (RR) with CIRO
Completion of Wealth Management Essentials (WME)
Excellent communication and organizational skills
Robust commitment to client service and attention to detail Bring your expertise and passion for client service to ScotiaMcLeod, making an impact in Mississauga's financial landscape.
📌 Client Focused Senior Associate Role Mississauga
🏢 Scotiabank
📍 Mississauga