ScotiaMcLeod Wealth Management Associate

Join ScotiaMcLeod as a Wealth Management Associate in Ottawa, Ontario. Use your investment expertise to provide exceptional client service and strategic recommendations.
This role at ScotiaMcLeod involves engaging with clients and expanding business opportunities. You'll collaborate with Advisors and Specialists to strengthen client connections while preparing insightful reports and ensuring streamlined processes. Your contribution will significantly enhance client satisfaction and portfolio growth.
Key Responsibilities:
• Gather assets and increase revenue through various strategies
• Analyze and present comprehensive reports to clients
• Work with Advisors to strengthen client communications
• Identify new opportunities within existing client bases
• Oversee and improve administrative processes effectively
Requirements:
• Background in the securities industry; Registered Representative status
• Excellent written and verbal communication skills
• High ...