Scotiamcleod Wealth Management Associate (Montreal)

Scotiamcleod Wealth Management Associate (Montreal)

10 Nov
|
Scotia Wealth Management
|
Montreal

10 Nov

Scotia Wealth Management

Montreal

Enhance Wealth Advisor success as an Administrative Associate at ScotiaMcLeod, located in Montreal, Quebec. Focus on client service through meticulous administration and proactive support.In this vital role, you will ensure effective administration for Wealth Advisors at ScotiaMcLeod, fostering solid client relations. Your activities include managing trades, addressing inquiries, and providing marketing assistance to promote business growth. Anticipating client needs and delivering top-notch service characteristics will define your contributions.Key Responsibilities:Oversee client administration and issue trackingAssist with client trade execution as instructedOrganize marketing materials for events and seminarsMaintain tracking reports for business performanceCollaborate with cross-functional teams for insightsRequirements:Experience in the securities industry requiredCIRO Investment Representative approval neededStrong communication and organizational abilitiesAbility to independently manage timelinesExceptional detail-oriented mindset and time managementBecome an integral part of ScotiaMcLeod's mission to deliver personalized wealth management solutions.

📌 Scotiamcleod Wealth Management Associate (Montreal)
🏢 Scotia Wealth Management
📍 Montreal

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