Wealth Management Associate Ottawa

Elevate your career with ScotiaMcLeod as a Wealth Management Associate in Ottawa, Ontario. Contribute to client success and support Wealth Advisors in growing their portfolios.

This role focuses on strengthening client relationships while assisting Wealth Advisors in business development. Ideal candidates will have a solid foundation in the securities industry and strong client communication skills. You will analyze client needs to provide actionable financial solutions that meet their goals.

Key Responsibilities:
• Identify and seize business opportunities effectively
• Strengthen existing client relationships for better service
• Collaborate with advisors and specialists on client projects
• Analyze client situations and present tailored recommendations
• Maintain organized administrative tasks and processes

Requirements:
• Proven experience in the securities industry
• Must have Registered Representativ...