Wealth Management Senior Associate: Growth & Client Impact

Scotiabank; White Rock; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation package

Annual incentive plans

Pension Plan

Employee Share Ownership Plan

Favourable employee banking rates

Learning and Development – Scotia Ac2

Job summary

ScotiaMcLeod, part of Scotia Wealth Management, seeks a Senior Associate to support a Wealth Advisor in growing and managing a book of business. You will provide effective client service and contribute to business development and sales activities in a team-based, collaborative environment.

In this role, you’ll work closely with Advisors and Total Wealth Specialists to deepen client relationships, prepare reports, and help develop client communications and marketing pieces, while ensuring

Qualifications

• Experience in the securities industry and client advisory services.
• Approval as a Registered Representative (RR) with CIRO is required.
• Excellent verbal and written communication skills and meticulous attention to detail.

Responsibilities

• Identify new business opportunities to gather assets and increase revenue.
• Deepen client relationships with advisors and specialists.
• Prepare, analyze, and present reports and recommendations to clients.

Skills

Securities industry experience

CIRO Registered Representative (RR)

Verbal and written communication

Attention to detail

Client service excellence

Job description

ScotiaMcLeod, part of Scotia Wealth Management, seeks a Senior Associate to support a Wealth Advisor in growing and managing a book of business. You will provide effective client service and contribute to business development and sales activities in a team-based, collaborative environment.

In this role, you’ll work closely with Advisors and Total Wealth Specialists to deepen client relationships, prepare reports, and help develop client communications and marketing pieces, while ensuring