Senior Associate

Position: Senior Associate with Scotia Wealth Management
Advance your career with Scotia Mc Leod  as a Senior Associate in White Rock, British Columbia. Focus on client relationships, business development, and effective service delivery in a collaborative atmosphere.

As a Senior Associate, your role will involve working with a Wealth Advisor to manage their book of business. You will identify new opportunities, utilize your product knowledge, and prepare detailed reports for clients. Your focus will be on strengthening client engagement and ensuring administrative efficiency.

Key Responsibilities:

• Identify new business opportunities to gather assets

• Work with Wealth Advisors and Specialists to enhance client relationships

• Prepare and present analytical reports to clients

• Develop client communication and marketing collateral

• Ensure administrative tasks are streamlined and tracked

Requirements:

• Experience in the securities industry is essential

• CIRO Registered Representative (RR) approval required

• Excellent written and verbal communication skills

• Strong attention to detail and effective time management

• Professional client service experience

Utilize your expertise to contribute significantly to Scotia Mc Leod 's goals and client satisfaction.
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