ScotiaMcLeod Senior Associate - Victoria BC 220151
ScotiaMcLeod Senior Associate - Victoria BC 220151
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Job Description
Requisition ID: 220151
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 be working within a large wealth management group. In conjunction with the lead Portfolio Manager and other team members you will work 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:
- 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 investment objectives and risk tolerance in relationship to Portfolio Managers model portfolios.
- Build effective working relationships across the team and with various business lines within Scotiabank.
- Identify new business opportunities to gather additional assets and/or increase revenue.
- Utilize your indepth knowledge of investments and services to identify new opportunities within the existing client base.
DO YOU HAVE THE SKILLS
We would love to work with you if you have:
- Experience in the securities industry.
- Completed Canadian Securities Course (CSC) Conduct Practices Handbook (CPH) and the Wealth Management Essentials (WME) course.
- Registered as a Registered Representative (RR) with CIRO.
- Excellent verbal and written communication skills.
- Meticulous attention to detail and excellent time management skills.
- Exceptional client service skills.
- Proficient in Microsoft Office Suite with advance Excel skills.
WHATS IN IT FOR YOU
- Opportunity for advancement within the team.
- Participation in mentorship program to further develop client relationship and marketing skills.
- The opportunity to join one of the fastest growing investment teams within Scotia Wealth Management.
- Highly Competitive Compensation that includes potential for annual performance bonuses.
- 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.
#LIHA1 #LIOnsite
Location(s): Canada : British Columbia : Victoria
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
