Senior Wealth Advisor Associate Opportunity Ottawa
Scotia Wealth Management
Transform client relationships as a Senior Wealth Advisor Associate at ScotiaMcLeod in Ottawa, Ontario. Work closely with senior advisors to deepen client engagement and drive business success. In this role, you will collaborate with advisors in developing and managing client portfolios.
Key Responsibilities
- Seek recent business avenues to increase assets
- Leverage product knowledge to enhance client services
- Collaborate with Wealth Advisors and specialists
- Present analytics and recommendations to clients
- Streamline administrative workflows for efficiency
Requirements
- Experience within the securities industry
- CIRO Registered Representative certification
- Solid written and verbal communication
- Attention to detail and time management skills
- Commitment to providing exceptional service
Join ScotiaMcLeod to cultivate lasting client relationships while advancing your career in wealth management.
#J-18808-LjbffrVacancy posted 1 hour ago
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