Job Description
Elevate your career with ScotiaMcLeod as a Senior Associate in Ottawa, Ontario. Leverage your expertise in wealth management and client service to create impactful solutions.
As a Senior Associate at ScotiaMcLeod, a trusted partner in Scotia Wealth Management®, you'll identify business opportunities while collaborating with Advisors and Wealth Specialists. Your role will involve analyzing client reports, enhancing existing relationships, and managing effective communications to deepen client engagement.
Key Responsibilities:
• Identify new business opportunities for asset growth
• Utilize product knowledge to expand existing client relationships
• Collaborate with Advisors for tailored client recommendations
• Prepare and present insightful reports for clients
• Streamline administrative processes to enhance efficiency
Requirements:
• Experience in the securities industry and RR approval
• Strong verbal and written communication skills
• Attention to de...
As a Senior Associate at ScotiaMcLeod, a trusted partner in Scotia Wealth Management®, you'll identify business opportunities while collaborating with Advisors and Wealth Specialists. Your role will involve analyzing client reports, enhancing existing relationships, and managing effective communications to deepen client engagement.
Key Responsibilities:
• Identify new business opportunities for asset growth
• Utilize product knowledge to expand existing client relationships
• Collaborate with Advisors for tailored client recommendations
• Prepare and present insightful reports for clients
• Streamline administrative processes to enhance efficiency
Requirements:
• Experience in the securities industry and RR approval
• Strong verbal and written communication skills
• Attention to de...