Overview
ScotiaMcLeod Senior Associate Position Jobs in Toronto, Canada at Scotia Wealth Management
Join Scotia Mc Leod as a Senior Associate, where you will enhance client engagement and assist Wealth Advisors in driving business in Toronto, Ontario. Your strategic approach will help foster growth and development.
As a Senior Associate, your role involves collaborating closely with a Wealth Advisor to manage client portfolios efficiently. You will exercise your securities industry experience to identify new business avenues while maintaining high-quality client service. Preparing and presenting comprehensive reports will be crucial for developing tailored solutions, along with ensuring administrative tasks are streamlined and well-logged.
Key Responsibilities:
• Discover and promote new business avenues for revenue enhancement
• Use deep product knowledge to engage with current clients
• Collaborate with Advisors to fortify client relationships
• Create and present well-analyzed client reports
• Ensure effective administrative process management
Requirements:
• Relevant experience in the securities industry
• Registered Representative (RR) approval from CIRO
• Excellent communication skills, both verbal and written
• Strong attention to detail and time management skills
• Commitment to providing outstanding client service
Support Scotia Mc Leod ‘s goal of delivering exceptional wealth management services with your skills in client relation and business development.
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Title: ScotiaMcLeod Senior Associate Position
Company: Scotia Wealth Management
Location: Toronto, Canada
Category:
