Elevate your career with ScotiaMcLeod as a Senior Associate in Ottawa, Ontario. Collaborate with Wealth Advisors to enhance client relationships and drive business development initiatives.
In this pivotal role, you'll partner closely with a Wealth Advisor to manage their book of business effectively. You'll leverage your experience in the securities industry to identify business opportunities and engage with clients on a deeper level. Your contributions will include preparation of reports and client communication, ensuring high-quality service delivery.
Key Responsibilities:
• Identify new business opportunities for asset growth
• Utilize product knowledge for client base expansion
• Work with Advisors to deepen client relationships
• Prepare and present analytical reports to clients
• Streamline administrative practices for efficiency
Requirements:
• Experience in the securities industry
• CIRO approval as a Registered Representative
• Strong verbal an...