Scotiabank

ScotiaMcLeod Associé(e) Principal(e)- Montréal, QC

Scotiabank$80K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Experience in the securities industry
  • Registered Investment Representative (RI) license from the Canadian Investment Regulatory Organization (CIRO)
  • Excellent verbal and written communication skills
  • Strong attention to detail and time management abilities
  • Exceptional customer service skills

Responsibilities

  • Identify new business opportunities to gather additional assets or increase revenue.
  • Leverage in-depth knowledge of products and services to find untapped opportunities within existing clientele.
  • Build effective working relationships with team members and various functional units.
  • Prepare and analyze reports and recommendations for presentation to clients.
  • Develop and distribute client communication and marketing materials.
  • Review practices to ensure streamlined administrative processes and task documentation for tracking.
  • Understand client profiles and the investment strategy set by the advisor to meet their objectives.

Benefits

  • Opportunity to help employees build their future while being themselves and collaborating for success.
  • Join a forward-looking organization with a team of pioneers.
  • Be part of an organization committed to making a difference in communities for clients and employees.
  • Inclusive work environment that fosters creativity and celebrates achievements.
  • Training and development opportunities through Scotia Academy, enhancing skills at work or remotely.
Full Job Description
Numéro de la demande: 266712

BRÈVE DESCRIPTION

En tant qu'associé principal, vous travaillerez en étroite collaboration avec un conseiller en gestion de patrimoine afin de bâtir et de gérer son portefeuille d'affaires en fournissant un service à la clientèle efficace et en contribuant au développement des affaires et aux activités de vente.

CE POSTE VOUS CONVIENT-IL?

Dans le cadre de ce poste, vous devrez :
  • Trouver de nouvelles occasions d'affaires afin de rassembler des actifs supplémentaires ou d'augmenter les revenus.
  • Faire appel à votre connaissance approfondie des produits et des services pour trouver des occasions inexploitées au sein de la clientèle existante.
  • Bâtir des relations de travail efficaces avec les membres de l'équipe et des diverses unités fonctionnelles et fonctions d'entreprise.
  • Préparer et analyser des rapports et des recommandations et les présenter aux clients.
  • Élaborer et distribuer des documents de communication et de marketing pour les clients.
  • Passer les pratiques en revue afin de veiller à la simplification des processus administratifs, à l'accomplissement des tâches administratives et à leur consignation aux fins de suivi.
  • Comprendre les profils des clients et la stratégie de placement mise en place par le conseiller pour servir leurs objectifs.


AVEZ-VOUS LES COMPÉTENCES REQUISES?

Nous serions heureux de travailler avec vous si vous remplissez les exigences suivantes :

  • Expérience dans le secteur des valeurs mobilières
  • Autorisation à titre de représentant inscrit (RI) accordée par l'Organisme canadien de réglementation des investissements (OCRI)
  • Excellentes aptitudes pour la communication orale et écrite
  • Grand souci du détail et excellente gestion du temps
  • Compétences exceptionnelles en service à la clientèle


QU'AVEZ-VOUS À Y GAGNER?

  • À ScotiaMcLeod, nous aidons les employés à bâtir leur avenir, en les laissant être eux-mêmes et collaborer pour réussir. Grâce à notre engagement envers la diversité et l'inclusion et à notre culture axée sur le rendement, qui fait une place au coaching, à l'apprentissage et au perfectionnement, les possibilités sont infinies. À ScotiaMcLeod, vous pouvez changer la vie des gens. Vous contribuez à réaliser les rêves de nos 25 millions de clients. Votre avenir pourrait se trouver ici.
  • La chance de vous joindre à une organisation tournée vers l'avenir, où vous collaborerez avec toute une équipe de pionniers.
  • La possibilité de faire partie d'une organisation qui s'est engagée à faire avancer les choses au sein des collectivités, tant pour ses clients que pour ses employés.
  • Un milieu de travail axé sur l'inclusion, où l'on encourage la créativité et la curiosité, et où l'on célèbre les réussites.
  • Des occasions de formation et de perfectionnement par l'entremise de Scotia Academy, une expérience d'apprentissage virtuelle pour améliorer et développer vos compétences au travail ou depuis votre appareil personnel.


En sus du français, la personne titulaire doit aussi avoir une maîtrise suffisante de l'anglais, car le travail implique d'interagir et de collaborer régulièrement avec des groupes et des personnes basés à Toronto, ainsi que d'interagir constamment avec d'autres personnes, notamment des clients, s'exprimant en anglais, localement et ailleurs.

#SWM

Emplacement(s): Canada : Québec : Montreal

About Scotiabank

Scotiabankers are committed to helping individuals, companies, and communities to thrive in a changing world. From personal and business banking, brokerage, and insurance, to private wealth, and the most sophisticated commercial, corporate and institutional services, they serve the diverse needs of some 21 million customers in more than 55 countries. Founded in 1832 in Halifax, Nova Scotia, their growth has always been fuelled by the success of their customers and their longevity secured by an unshakable commitment to carefully and expertly managing risk and capital. That focus on doing what's right for customers—short- andlong-term—has made us a global financial services leader. Headquartered in Canada, they are over 86, 000 Scotiabankers strong. Each of us are committed to being the best at understanding their customers' needs and all of us working together to deliver practical advice and relevant solutions that help their customers become financially better off.

Scotiabank Careers

Join Scotiabank, a premier financial institution, and become part of a diverse and inclusive team that’s leading the way in global banking. At Scotiabank, we offer more than just job opportunities; we provide a platform for professional growth and innovation in the financial services industry.

Work You’ll Do

At Scotiabank, we’re not just filling positions; we’re cultivating leaders. Dive into a workplace where diversity training and leadership development shape the path to your future. Our commitment to professional growth is evident in our robust training programs and continuous learning opportunities that foster innovation and strategic thinking.

Explore a World of Opportunities

Whether you’re looking for a full-time position, an internship, or a leadership role, Scotiabank has a spectrum of opportunities to fit your career ambitions. Our team is composed of individuals who bring a wealth of skills and perspectives to our company, driving us forward with their creativity and strategic insights.

Innovative Work Environment

Scotiabank’s culture is one of collaboration and respect, where each team member’s contribution is valued. Engage in meaningful work that challenges you to leverage your skills and push the boundaries of what’s possible in the banking sector. Our innovative projects not only support the growth of the company but also ensure our position as a leader in the industry.

Benefits and Growth

Choosing a career at Scotiabank means opting for a life of growth and opportunity. Our employees enjoy competitive benefits, including comprehensive health coverage, retirement plans, and flexible working conditions, all designed to support your career and personal life. We believe in nurturing our team’s potential by providing them with the tools they need to succeed both professionally and personally.

Join Our Team

Ready to take the next step in your career? Explore the job opportunities at Scotiabank by searching our open positions that match your skills and interests. We are continuously hiring and looking for passionate, curious, and solution-driven team players.

Networking and Professional Development

Stay connected and advance your career through Scotiabank’s extensive networking opportunities. Participate in events that connect you with other professionals and leaders within the industry. Our career resources will help you prepare your resume, ace your interviews, and land the job that best suits your career goals.

Stay Ahead

Keep up to date with the latest in career tips, industry insights, and company news—all from the people who work here at Scotiabank. Personalize your experience by subscribing to job alert emails tailored to your preferences and be the first to know about new openings and exciting developments. Join Scotiabank and be part of a team that values integrity, respect, and accountability. Discover how your career can flourish in an environment committed to your professional development and personal growth.
Learn more about Scotiabank
Size
90,619 employees
Market Cap
$57.5 billion
Industry
5 Year Trend
+7%
NASDAQ

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