Senior Associate Wealth Management Calgary (Alberta)
Senior Associate Wealth Management Calgary (Alberta)
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Alberta, Canada
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Posted: less than a week ago
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Description
Drive client growth at ScotiaMcLeod as a Senior Associate in Calgary, Alberta. Leverage your expertise to identify business opportunities and enhance wealth management strategies. As a Senior Associate at ScotiaMcLeod, you will play a crucial role in developing client relationships and identifying revenue-driving opportunities. Your responsibilities include collaborating with Advisors and Total Wealth Specialists alongside preparing insightful reports for clients. Robust communication, attention to detail, and exceptional client service skills are vital in this position. Key Responsibilities: • Identify new business opportunities and revenue growth • Analyze and present reports to clients for informed decisions • Collaborate with Advisors to strengthen client relationships • Develop marketing communications for client engagement • Streamline administrative processes for efficiency Requirements: • Experience in the securities industry and a Registered Representative (RR) designation • Excellent verbal and written communication skills • Detail-oriented with strong time-management abilities • Exceptional client service skills • Commitment to maintaining an inclusive work environment Utilize your financial expertise to enhance client relationships and foster success at ScotiaMcLeod in Calgary. #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2pn385
Highlights
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Company nameScotia Wealth Management
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Job positionSenior Associate Wealth Management Calgary (Alberta)
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