Job Description
Pursue your career as a Senior Financial Associate at ScotiaMcLeod in Calgary, Alberta, specializing in client service and wealth management. Collaborate with Wealth Advisors to foster business growth and client engagement.
In this position, you will assist in managing a Wealth Advisor’s book of business while actively engaging in business development initiatives. Your role requires identifying opportunities within the client base and utilizing your industry experience to streamline processes and enhance relationships. This is an opportunity to play a critical part in clients' financial success.
Key Responsibilities:
• Identify and cultivate new business opportunities
• Use product knowledge to explore potential client growth
• Partner with Advisors to deepen client engagement
• Create and deliver analytical reports for clients
• Enhance client communication through effective materials
Requirements:
• Relevant experience in the securities field
• CIRO appr...
In this position, you will assist in managing a Wealth Advisor’s book of business while actively engaging in business development initiatives. Your role requires identifying opportunities within the client base and utilizing your industry experience to streamline processes and enhance relationships. This is an opportunity to play a critical part in clients' financial success.
Key Responsibilities:
• Identify and cultivate new business opportunities
• Use product knowledge to explore potential client growth
• Partner with Advisors to deepen client engagement
• Create and deliver analytical reports for clients
• Enhance client communication through effective materials
Requirements:
• Relevant experience in the securities field
• CIRO appr...