29 Oct
|
Scotia Wealth Management
|
Toronto
29 Oct
Scotia Wealth Management
Toronto
Build client relationships in Toronto as a ScotiaMcLeod Investment Associate, using securities expertise and solid communication skills daily.
Work closely with a Wealth Advisor to develop and manage a book of business. Provide effective client service while supporting business development and sales activities. Apply product knowledge, reporting skills, and total wealth planning collaboration to deepen relationships.
Key Responsibilities:
- Identify opportunities to gather assets and increase revenue
- Discover additional opportunities within existing client relationships
- Prepare, analyze, and present client reports and recommendations
- Develop and distribute client communications and marketing materials
- Provide direction and coaching to associates
Requirements:
- Experience in the securities industry
- Registered Representative approval with CIRO
- Excellent verbal and written communication skills
- Meticulous attention to detail and time management
- Exceptional professional and respectful client service skills
Bring securities knowledge, client service, and business development skills to ScotiaMcLeod’s Toronto wealth management team.
📌 ScotiaMcLeod Investment Associate Toronto
🏢 Scotia Wealth Management
📍 Toronto