ScotiaMcLeod is looking for a Senior Associate who excels in client service and business development. Join the Montreal team to support Wealth Advisors in enhancing their client relationships.
This role demands a skilled professional with securities industry experience to facilitate growth in client assets. Your responsibilities will include identifying opportunities and preparing detailed reports for clients. Being bilingual in French and English is essential for effective communication within this diverse environment. Collaborate with various teams to ensure streamlined administrative processes.
Key Responsibilities:
• Identify new business opportunities for asset growth
• Utilize product expertise to approach existing clients
• Develop relationships with business lines and corporate functions
• Analyze and present client reports and recommendations
• Streamline administrative tasks and communications
Requirements:
• Background in the securities industry