27 Aug
|
Scotia Wealth Management
|
White Rock
27 Aug
Scotia Wealth Management
White Rock
Advance your career with ScotiaMcLeod as a Senior Associate in White Rock, British Columbia. Focus on client relationships, business development, and effective service delivery in a team-oriented atmosphere. As a Senior Associate, your role will involve working with a Wealth Advisor to manage their book of business.
You will identify recent opportunities, utilize your product knowledge, and prepare detailed reports for clients. Your focus will be on strengthening client engagement and ensuring administrative efficiency. Key Responsibilities:
Identify new business opportunities to gather assets
Work with Wealth Advisors and Specialists to enhance client relationships
Prepare and present analytical reports to clients
Develop client communication and marketing collateral
Ensure administrative tasks are streamlined and tracked Requirements:
Experience in the securities industry is essential
CIRO Registered Representative (RR) approval required
Excellent written and verbal communication skills
Strong attention to detail and effective time management
Qualified client service experience Utilize your expertise to contribute significantly to ScotiaMcLeod's goals and client satisfaction.
📌 Senior Associate With Scotia Wealth Management White Rock
🏢 Scotia Wealth Management
📍 White Rock