ScotiaMcLeod Senior Associate - Laval, Qc
- Laval, QC, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
Requisition ID: 277384
ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by understanding their complete financial picture - life, family, business, and future.
Our signature Enriched Thinking® approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions. You’ll be supported by an innovative, team-based environment that values integrity, client focus, and continuous growth.
At ScotiaMcLeod, you’re not just building a career - you’re joining a firm where ideas spark, collaboration thrives, and you’re empowered to reach your full potential while making a real impact in your clients' lives.
IS THIS ROLE RIGHT FOR YOU
In The Role You Will
We would love to work with you if you have:
#SWM
Location(s): Canada : Quebec : Laval
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by understanding their complete financial picture - life, family, business, and future.
Our signature Enriched Thinking® approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions. You’ll be supported by an innovative, team-based environment that values integrity, client focus, and continuous growth.
At ScotiaMcLeod, you’re not just building a career - you’re joining a firm where ideas spark, collaboration thrives, and you’re empowered to reach your full potential while making a real impact in your clients' lives.
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
- Work with Advisor and Total Wealth Specialists to deepen client relationships
- Prepare, analyze, and present reports and recommendations to clients
- Work with the Advisor to develop and distribute client communication and marketing pieces
- Regularly review practices to ensure administrative processes are streamlined and administrative tasks being completed and logged for tracking purposes
We would love to work with you if you have:
- Experience in the securities industry
- Approval as a Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO)
- Excellent verbal and written communication skills
- Meticulous attention to detail and excellent time management skills
- Exceptional client service skills, providing a professional and respectful experience
- Competitive Compensation and Benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan and favourable employee rates for employee banking
- The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers
- An organization committed to making a difference in our communities– for you and our clients
- An inclusive working environment that encourages creativity, curiosity and celebrates success
- Learning and Development – via Scotia Academy, a virtual learning experience to upskill and develop your skills at work or from your personal device.
#SWM
Location(s): Canada : Quebec : Laval
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
More about this job
Responsibilities
Identify opportunities to grow client assets and revenue, deepen client relationships with advisors and wealth specialists, and prepare and present reports and recommendations. Support client communications and marketing, while reviewing and tracking administrative processes to ensure they are efficient and complete.
Requirements
Candidates need securities industry experience and approval as a Registered Representative with CIRO. They should also have strong communication and client service skills, meticulous attention to detail, and excellent time management.
Skills
- Securities Industry Experience
- Registered Representative Approval
- Client Service
- Verbal Communication
- Written Communication
- Attention To Detail
- Time Management
- Business Development
- Relationship Building
- Financial Analysis
- Report Preparation
- Client Presentations
- Marketing Communications
Benefits
- Competitive Compensation
- Annual Incentive Plans
- Time Off Entitlements
- Pension Plan
- Employee Share Ownership Plan
- Favourable Employee Banking Rates
- Learning And Development
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Sales
- Customer Service & Support
Keywords
- ScotiaMcLeod
- Scotia Wealth Management
- Wealth Management
- Securities Industry
- Registered Representative
- Canadian Investment Regulatory Organization
- CIRO
- Client Relationships
- Business Development
- Asset Growth
- Revenue Growth
- Financial Products
- Wealth Planning
- Investment Advisory
- Total Wealth Specialists
- Client Reports
- Financial Recommendations
- Client Communications
- Marketing Materials
- Administrative Processes
- Client Service
- Regulatory Approval