Wealth Management Senior Associate

Elevate your career in wealth management with ScotiaMcLeod as a Senior Associate, located in Montreal, Quebec. Focus on client engagement while supporting business growth initiatives.
In this role, you will assist a Wealth Advisor in developing and managing client relationships by enhancing service delivery. Your expertise in financial products will help you identify opportunities within existing accounts and support new business acquisitions. Work in a culture that values inclusion and continuous improvement.
Key Responsibilities:
• Seek out new business to enhance client portfolios
• Utilize product knowledge to drive customer engagement
• Build collaborative relationships with team members
• Analyze and present relevant reports and recommendations
• Streamline administrative processes for efficiency
Requirements:
• Securities industry experience required
• Must hold RR registration with CIRO
• Wealth Management Essentials (WME) completed
• Bilingu...