Enhance client wealth at ScotiaMcLeod as a Senior Associate in Vancouver, British Columbia. Collaborate with a Wealth Advisor to drive business development and deliver top-notch client service.
In this senior role, you will closely partner with a Wealth Advisor, contributing to managing their business while enhancing client relationships and identifying new revenue opportunities. Your expertise in the securities industry will aid in preparing and presenting client reports, ensuring seamless communication. You'll also streamline administrative tasks to boost efficiency and track important processes.
Key Responsibilities:
• Identify new business opportunities for revenue growth
• Utilize product knowledge to enhance client engagement
• Prepare and present client reports and recommendations
• Collaborate with Advisors on client communications
• Ensure administrative processes are effective and tracked
Requirements:
• Experience in the securities industry
• Ap...