Scotiabank

ScotiaMcLeod Senior Associate - Mississauga

Scotiabank$70K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Experience in the securities industry
  • Registered Representative (RR) credential with CIRO
  • Completion of Wealth Management Essentials (WME) coursework
  • Strong verbal and written communication skills
  • Attention to detail and excellent time management abilities
  • Exceptional client service skills

Responsibilities

  • Identify new business opportunities to grow assets and increase revenue
  • Leverage existing client relationships to uncover new opportunities
  • Build strong collaborative relationships across teams and business lines
  • Prepare, analyze, and present reports and recommendations to clients
  • Create and distribute client communication and marketing materials
  • Review and improve administrative processes and tasks
  • Understand client profiles and align strategies with their investment objectives.

Benefits

  • Commitment to diversity and inclusion with a performance-oriented culture
  • Opportunity to work in a collaborative team of innovative thinkers
  • Focus on community impact for clients and employees
  • Inclusive environment that fosters creativity and success
  • Access to Scotia Academy for continuous learning and personal development.
Full Job Description
Requisition ID: 263924

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 in the securities industry
  • Already duly registered as a Registered Representative (RR) with CIRO
  • Successfully completed the Wealth Management Essentials (WME)
  • Excellent verbal and written communication skills
  • Meticulous attention to detail and excellent time management skills
  • Exceptional client service skills


WHAT'S IN IT FOR YOU
  • At ScotiaMcLeod we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development - there are endless possibilities. At ScotiaMcLeod- you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
  • 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 #LI-Onsite #LI-HA1

Location(s): Canada : Ontario : Mississauga

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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