ScotiaMcLeod Senior Associate - Montreal

Requisition ID:

Senior Associate

ScotiaMcLeod, a full-service wealth management firm, is seeking a Senior Associate to support Wealth Advisors in developing and managing their client book of business. The role focuses on client service, business development, and sales activities.

Responsibilities

• Identify new business opportunities to grow assets and increase revenue.
• Utilize in-depth product knowledge to uncover new opportunities within the existing client base.
• Build effective working relationships across the team and with various business lines and corporate functions.
• Prepare, analyze, and present reports and recommendations to clients.
• Develop and distribute client communication and marketing materials.
• Ensure administrative processes are streamlined and tasks are logged for tracking purposes.
• Understand client profiles and advise on investment strategies to implement clie...