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Scotia Mc Leod Senior Associate - Calgary
Location:
Calgary
Description:
Requisition ID: 190885 As a cornerstone business within Scotia Wealth Management®, Scotia Mc Leod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join Scotia Mc Leod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too. BRIEF INTRODUCTION As a Senior Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to business development and sales related activities. IS THIS ROLE RIGHT FOR YOU In the role you will: Identify new business opportunities to gather additional assets and/or increase revenue Utilize your in-depth knowledge of products and services to identify new opportunities within the existing client base Build effective working relationships across the team and with various business lines and corporate function contacts Prepare, analyze, and present reports and recommendations to clients Develop and distribute client communication and marketing pieces Review practices to ensure administrative processes are streamlined and administrative tasks being completed and logged for tracking purposes Understand client profiles and that the Advisor’s investment strategy being used to implement client objectives. DO YOU HAVE THE SKILLS We would love to work with you if you have: Experience. Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
January 4 on ListedBuy
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Scotia Mc Leod Senior Associate - Calgary is a Other Art & Media Jobs Scotia Mc Leod Senior Job at Scotiabank located in United States. Find other listings like Scotia Mc Leod Senior Associate - Calgary by searching Oodle for Other Art & Media Jobs Scotia Mc Leod Senior Jobs.
Scotia Mc Leod Senior Associate - Calgary is a Other Art & Media Jobs Scotia Mc Leod Senior Job at Scotiabank located in United States. Find other listings like Scotia Mc Leod Senior Associate - Calgary by searching Oodle for Other Art & Media Jobs Scotia Mc Leod Senior Jobs.