Job Description
ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, has been delivering personalized wealth management solutions since 1921. Our Enriched Thinking® approach brings together investment, wealth planning, and advisory specialists to create truly personalized solutions.
In the role you will
- Identify new business opportunities to gather additional assets and/or increase revenue.
- Utilize your in-depth knowledge of products and services to identify new opportunities within the existing client base.
- Work with Advisor and Total Wealth Specialists to deepen client relationships through total wealth planning.
- Prepare, analyze, and present reports and recommendations to clients.
- Collaborate with the Advisor to develop and distribute client communication and marketing pieces.
- Act as a leader to other associates on the team and within the branch by providing direction and coaching. <...