Senior Client Associate at ScotiaMcLeod

Advance your career as a Senior Client Associate with ScotiaMcLeod in Ottawa, Ontario. Apply your knowledge in wealth management to build and maintain valuable client relationships.
In this role at ScotiaMcLeod, you will work closely with Advisors to identify business opportunities and enhance existing client accounts. Your responsibilities will include offering personalized advice, preparing detailed reports, and improving administrative efficiencies to better serve clients' needs.
Key Responsibilities:
• Identify and pursue opportunities for asset growth
• Deepen client relationships with tailored advice and support
• Prepare and deliver analysis and reports to clients
• Collaborate on marketing efforts and client communications
• Review and optimize administrative processes regularly
Requirements:
• Experience in securities with RR approval essential
• Strong communication skills, both verbal and written
• Detail-oriented and skilled in time manageme...