Scotiabank
Wealth Management Associate at ScotiaMcLeod
Job Description
Drive wealth growth at ScotiaMcLeod as a Wealth Management Associate in Vancouver. Collaborate with advisors to enhance client relationships and identify new business opportunities.
In this key Associate position, you will work alongside a Wealth Advisor to develop and manage a robust client portfolio. Your role involves leveraging industry knowledge to increase revenue and deepen connections with clients. You will prepare insightful reports and manage communication pieces while ensuring all administrative tasks are completed efficiently.
Key Responsibilities:
• Identify additional assets and revenue opportunities
• Analyze and present detailed client reports
• Collaborate on client communications and marketing
• Review practices to improve administrative processes
• Deepen client relationships with tailored solutions
Requirements:
• Proven experience in the securities industry
• Registered Representative approval with CIRO
• Strong verbal and written c...
In this key Associate position, you will work alongside a Wealth Advisor to develop and manage a robust client portfolio. Your role involves leveraging industry knowledge to increase revenue and deepen connections with clients. You will prepare insightful reports and manage communication pieces while ensuring all administrative tasks are completed efficiently.
Key Responsibilities:
• Identify additional assets and revenue opportunities
• Analyze and present detailed client reports
• Collaborate on client communications and marketing
• Review practices to improve administrative processes
• Deepen client relationships with tailored solutions
Requirements:
• Proven experience in the securities industry
• Registered Representative approval with CIRO
• Strong verbal and written c...