Elevate your career at ScotiaMcLeod as a Senior Associate in Montreal, Quebec. This role focuses on client service, business development, and supporting Wealth Advisors with their client base.
As a Senior Associate, you will help grow assets through effective client engagement and relationship management. Your experience in the securities industry and bilingual capabilities will enable you to cater to a diverse clientele. Prepare and present reports, advice on investment strategies, and ensure administrative tasks are efficiently completed.
Key Responsibilities:
• Uncover new business opportunities to drive revenue
• Deploy in-depth product knowledge with existing clients
• Foster relationships across teams and business lines
• Prepare analytical reports and client recommendations
• Create and manage client communications and marketing
Requirements:
• Experience in the securities sector
• CIRO-registered as a Registered Representative (RR)
• Completion ...