Opportunity Description
Join ScotiaMcLeod as a Senior Associate, based in Montreal, Quebec, to enhance your expertise in wealth management. Collaborate with Wealth Advisors to support client success.
As a Senior Associate, you are pivotal in developing client relationships and supporting business growth. Your role will involve identifying revenue opportunities, utilizing your extensive product knowledge, and reporting business insights. Experience a supportive, innovative work culture devoted to client impact and team collaboration.
Key Responsibilities:
• Identify new revenue opportunities for growth
• Cultivate effective relationships within the firm
• Prepare and present comprehensive reports to clients
• Develop impactful communication and marketing materials
• Ensure efficient administrative task tracking
Requirements:
• Proven experience in the securities sector
• Registered Representative (RR) status with CIRO
• Completion of Wealth Management Essentials (WME)
• Bili...
As a Senior Associate, you are pivotal in developing client relationships and supporting business growth. Your role will involve identifying revenue opportunities, utilizing your extensive product knowledge, and reporting business insights. Experience a supportive, innovative work culture devoted to client impact and team collaboration.
Key Responsibilities:
• Identify new revenue opportunities for growth
• Cultivate effective relationships within the firm
• Prepare and present comprehensive reports to clients
• Develop impactful communication and marketing materials
• Ensure efficient administrative task tracking
Requirements:
• Proven experience in the securities sector
• Registered Representative (RR) status with CIRO
• Completion of Wealth Management Essentials (WME)
• Bili...
Interested in this opportunity? Apply now through Expertini.
Apply for this Position