Opportunity Description
ScotiaMcLeod is a full‑service wealth management firm, part of Scotia Wealth Management®, with a history dating back to 1921. We focus on client‑centric, collaborative service to help clients grow and protect wealth.
In The Role You Will
- Identify new business opportunities to gather additional assets and/or increase revenue.
- Utilize in‑depth knowledge of products and services to identify opportunities within the existing client base.
- Work with Advisor and Total Wealth Specialists to deepen client relationships.
- Prepare, analyze, and present reports and recommendations to clients.
- Develop and distribute client communication and marketing pieces.
- Review practices regularly to ensure administrative processes are streamlined and tasks are logged for tracking.
Do You Have The Skills?
- Experience in the securities industry.
- Approval as a Registered Representative (RR) with the Canadian...
Ready to Apply?
Submit your application for ScotiaMcLeod Senior Associate - Calgary at Scotia Wealth Management
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