Job Description
Drive your career forward as a Senior Associate with ScotiaMcLeod in Montreal, Quebec. Focus on leveraging your expertise to optimize client relationships and maximize revenue.
As a Senior Associate with ScotiaMcLeod, you will use your securities industry experience to support clients through tailored investment strategies. The role emphasizes effective communication, keen attention to detail, and a collaborative approach to client service.
Key Responsibilities:
• Identify new business opportunities within the client base
• Build effective working relationships across business functions
• Analyze and prepare insightful reports for clients
• Develop and distribute effective client communication materials
• Ensure administrative practices are efficient and up-to-date
Requirements:
• Significant experience in the securities field
• Registered Representative (RR) status with CIRO
• Completed Wealth Management Essentials (WME)
• Bilingual proficiency in F...
As a Senior Associate with ScotiaMcLeod, you will use your securities industry experience to support clients through tailored investment strategies. The role emphasizes effective communication, keen attention to detail, and a collaborative approach to client service.
Key Responsibilities:
• Identify new business opportunities within the client base
• Build effective working relationships across business functions
• Analyze and prepare insightful reports for clients
• Develop and distribute effective client communication materials
• Ensure administrative practices are efficient and up-to-date
Requirements:
• Significant experience in the securities field
• Registered Representative (RR) status with CIRO
• Completed Wealth Management Essentials (WME)
• Bilingual proficiency in F...