Wealth Management Senior Associate - English & Mandarin

Scotiabank; Toronto; On-site; CAD 100,000 - 125,000; Full time

Job summary

A leading financial institution in Toronto seeks a Senior Associate to partner with Wealth Advisors in delivering client-centric wealth management services. Key responsibilities include identifying business opportunities, deepening client relationships, and preparing client presentations. The ideal candidate has securities industry experience and is registered with CIRO. This role offers competitive compensation and a strong benefits package.

Benefits

Competitive compensation and benefits package

Annual incentive plans

Employee Share Ownership Plan

Learning and development through Scotia Academy

Commitment to community impact

Qualifications

• Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO).
• Professional and respectful demeanor.

Responsibilities

• Identify and develop new business opportunities.
• Collaborate with the Advisor and Total Wealth Specialists.
• Prepare, analyze, and present reports and recommendations.

Skills

Experience in the securities industry

Excellent verbal and written communication skills

Meticulous attention to detail

Strong time-management skills

Exceptional client-service skills

Job description

A leading financial institution in Toronto seeks a Senior Associate to partner with Wealth Advisors in delivering client-centric wealth management services. Key responsibilities include identifying business opportunities, deepening client relationships, and preparing client presentations. The ideal candidate has securities industry experience and is registered with CIRO. This role offers competitive compensation and a strong benefits package.