ScotiaMcLeod Senior Associate - North
Job in
Toronto, Ontario, M5A, Canada
Listing for:
Scotiabank
Full Time
position
Listed on 2026-01-20
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant, Accounting & Finance
Job Description & How to Apply Below
Requisition
As a cornerstone business within Scotia Wealth Management®, Scotia Mc Leod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.
When you join Scotia Mc Leod , you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.
BRIEF INTRODUCTION
As a Senior Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to business development and sales related activities.
IS THIS ROLE RIGHT FOR YOU
In the role you will:
Identify new business opportunities to gather additional assets and/or increase revenueUtilize your in-depth knowledge of products and services to identify new opportunities within the existing client baseWork with Advisor and Total Wealth Specialists to deepen client relationship throughPrepare, analyze, and present reports and recommendations to clientsWork with the Advisor to develop and distribute client communication and marketing piecesRegularly review practices to ensure administrative processes are streamlined and administrative tasks being completed and logged for tracking purposesDO YOU HAVE THE SKILLS
We would love to work with you if you have:
Experience in the securities industryApproval as a Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO)Excellent verbal and written communication skillsMeticulous attention to detail and excellent time management skillsExceptional client service skills, providing a professional and respectful experienceWHATS IN IT FOR YOU
Competitive Compensation and Benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan and favourable employee rates for employee bankingThe opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkersAn organization committed to making a difference in our communities– for you and our clientsAn inclusive working environment that encourages creativity, curiosity and celebrates successLearning and Development – via Scotia Academy, a virtual learning experience to upskill and develop your skills at work or from your personal device#SWM #LI-Onsite #LI-HA1
Position Requirements
10+ Years
work experience
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