ScotiaMcLeod Senior Associate - Montreal
About The Position
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. 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.
Requirements
- 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
- Bilingual, French and English, pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French because they will serve and English and French speaking clientele
Responsibilities
- 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.
Benefits
- Learning and Development – via Scotia Academy, a virtual learning experience to upskill and develop your skills at work or from your personal device
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
