Senior Associate at ScotiaMcLeod

Elevate your career with Scotia Mc Leod  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 and written communication skills

• Meticulous attention to detail

• Exceptional client service orientation
Make a meaningful impact at Scotia Mc Leod  while enhancing client service and development skills.
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