Drive wealth management success with ScotiaMcLeod as a Senior Associate in Montreal, Quebec. Collaborate with Wealth Advisors to enhance client service and business development efforts.
As a Senior Associate, you will support Wealth Advisors in managing their business books. Your role will involve identifying new business opportunities, leveraging your product knowledge, and strengthening client relationships. Join a collaborative environment where your contributions are crucial to client success and the growth of ScotiaMcLeod.
Key Responsibilities:
• Identify and pursue new business opportunities
• Analyze client profiles to optimize investment strategies
• Cultivate relationships across various business lines
• Prepare and present insightful reports to clients
• Develop effective client communication and marketing pieces
Requirements:
• Experience in the securities industry
• Registered Representative (RR) with CIRO
• Completed Wealth Management Essen...