Transform your career with ScotiaMcLeod in Montreal as a Senior Advisor Support Associate. You'll enable Advisors to deliver customized financial plans that resonate deeply with client ambitions.
In this impactful role, you will facilitate Total Wealth Planning by collaborating with specialists and understanding client needs thoroughly. Your commitment to a client-focused culture will enhance relationships, making a significant difference in their financial journeys. Join a team that emphasizes continuous learning and professional development.
Key Responsibilities:
• Conduct in-depth client discovery for effective planning
• Collaborate with specialists on Total Wealth Strategies
• Strengthen client relationships through focused support
• Aid in developing and delivering seminars on financial topics
• Uphold high standards in financial planning practices
Requirements:
• CFP or IQFP designation with a minimum of 2 years experience
• Mastery of financial pla...