ScotiaMcLeod Senior Associate - Calgary

ScotiaMcLeod is a full‑service wealth management firm, part of Scotia Wealth Management®, with a history dating back to 1921. We focus on client‑centric, collaborative service to help clients grow and protect wealth.

In The Role You Will

• Identify new business opportunities to gather additional assets and/or increase revenue.
• Utilize in‑depth knowledge of products and services to identify opportunities within the existing client base.
• Work with Advisor and Total Wealth Specialists to deepen client relationships.
• Prepare, analyze, and present reports and recommendations to clients.
• Develop and distribute client communication and marketing pieces.
• Review practices regularly to ensure administrative processes are streamlined and tasks are logged for tracking.

Do You Have The Skills?

• Experience in the securities industry.
• Approval as a Registered Representative (RR) with the Canadian...