ScotiaMcLeod Senior Associate - Toronto Plaza 221045
ScotiaMcLeod Senior Associate - Toronto Plaza 221045
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
Requisition ID: 221045
As a cornerstone business within Scotia Wealth Management ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients assets.
When you join ScotiaMcLeod youll be empowered to deliver Enriched Thinking a unique approach that incorporates your clients thinking as well as our thinking to drive results. Youll work with a team of specialists to deliver a clientcentric approach to wealth management enabling you to consider all the facets of your clients life family and business. With a focus on total wealth planning and wealth specialists to help you deliver on this unique value proposition youll be enabling clients to see not just the big picture but all the little ones too.
BRIEF INTRODUCTION
As a Senior Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to business development and sales related activities.
IS THIS ROLE RIGHT FOR YOU
In the role you will:
- Identify new business opportunities to gather additional assets and/or increase revenue
- Utilize your indepth knowledge of products and services to identify new opportunities within the existing client base
- Build effective working relationships across the team and with various business lines and corporate function contacts
- Prepare analyze and present reports and recommendations to clients
- Develop and distribute client communication and marketing pieces
- Review practices to ensure administrative processes are streamlined and administrative tasks being completed and logged for tracking purposes
- Understand client profiles and that the Advisors investment strategy being used to implement client objectives.
DO YOU HAVE THE SKILLS
We would love to work with you if you have:
- Experience in the securities industry
- Already duly registered as a Registered Representative (RR) with CIRO
- Successfully completed the Wealth Management Essentials (WME)
- Excellent verbal and written communication skills
- Meticulous attention to detail and excellent time management skills
- Exceptional client service skills
WHATS IN IT FOR YOU
- At ScotiaMcLeod we help employees build their futures where they can be themselves and win together. With a commitment to diversity and inclusion and a performanceoriented culture that includes coaching learning and development there are endless possibilities. At ScotiaMcLeod you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
- The opportunity to join a forwardthinking organization where you are surrounded by a collaborative team of innovative thinkers
- An organization committed to making a difference in our communities for you and our clients
- An inclusive working environment that encourages creativity curiosity and celebrates success
- Learning and Development via Scotia Academy a virtual learning experience to upskill and develop your skills at work or from your personal device
#LIOnsite #LIHA1
Location(s): Canada : Ontario : Toronto
Scotiabank is a leading bank in the Americas. Guided by our purpose: for every future we help our customers their families and their communities achieve success through a broad range of advice products and services including personal and commercial banking wealth management and private banking corporate and investment banking and capital markets.
At Scotiabank we value the unique skills and experiences each individual brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including but not limited to an accessible interview site alternate format documents ASL Interpreter or Assistive Technology) during the recruitment and selection process please let our Recruitment team know. If you require technical assistance please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however only those candidates who are selected for an interview will be contacted.
Required Experience:
Senior IC
Employment Type
Full Time
