Wealth Management Associate Role
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Scotia Wealth Management
📍 toronto, on, Canada
Job Description
Join ScotiaMcLeod as a Wealth Management Associate in North York, Ontario, and leverage your investment expertise to nurture client relationships. Collaborate with Wealth Advisors to grow the client base and boost revenue.
This position at ScotiaMcLeod emphasizes teamwork and effective client service in a dynamic environment. You will work closely with advisory teams and Total Wealth Specialists to deepen relationships and provide tailored financial solutions. Your role will also encompass preparing insightful reports and developing marketing communication for clients.
Key Responsibilities:
• Seek new business avenues to gather assets
• Leverage product knowledge within the client base
• Present reports and recommendations to clients
• Help develop client marketing materials
• Mentor other team associates to enhance performance
Requirements:
• Relevant securities industry experience required
• Registered Representative (RR) accreditation with CIRO
• Exc...
This position at ScotiaMcLeod emphasizes teamwork and effective client service in a dynamic environment. You will work closely with advisory teams and Total Wealth Specialists to deepen relationships and provide tailored financial solutions. Your role will also encompass preparing insightful reports and developing marketing communication for clients.
Key Responsibilities:
• Seek new business avenues to gather assets
• Leverage product knowledge within the client base
• Present reports and recommendations to clients
• Help develop client marketing materials
• Mentor other team associates to enhance performance
Requirements:
• Relevant securities industry experience required
• Registered Representative (RR) accreditation with CIRO
• Exc...