Opportunity Description
Join ScotiaMcLeod as a Wealth Management Associate in Ottawa, Ontario. Support Wealth Advisors in client service and business development to make a difference in clients' financial lives.
As a Wealth Management Associate, you'll play a key role in assisting Wealth Advisors with the growth of their client portfolios. This position requires a strong background in the securities industry and the ability to communicate effectively with clients. You’ll be instrumental in analyzing client needs and contributing to tailored solutions that align with their financial goals.
Key Responsibilities:
• Identify and capitalize on business opportunities
• Enhance relationships within the existing client base
• Collaborate with Advisors and specialists to serve clients
• Analyze and present client recommendations
• Maintain organized administrative processes
Requirements:
• Previous experience in the securities industry
• Registered Representative approval with CIRO
• E...
As a Wealth Management Associate, you'll play a key role in assisting Wealth Advisors with the growth of their client portfolios. This position requires a strong background in the securities industry and the ability to communicate effectively with clients. You’ll be instrumental in analyzing client needs and contributing to tailored solutions that align with their financial goals.
Key Responsibilities:
• Identify and capitalize on business opportunities
• Enhance relationships within the existing client base
• Collaborate with Advisors and specialists to serve clients
• Analyze and present client recommendations
• Maintain organized administrative processes
Requirements:
• Previous experience in the securities industry
• Registered Representative approval with CIRO
• E...
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