Job Description
Join ScotiaMcLeod 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:
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: