Job Description
Elevate your career as an Investment Associate with ScotiaMcLeod in New Liskeard. Leverage your expertise to enhance client relationships and drive business growth in a team-oriented environment.
In this role, you play a crucial part in wealth management by supporting Wealth Advisors to enhance their client book. Your proficiency in financial products and services fuels the identification of new opportunities, while you also spend time preparing analyses and marketing materials. This position emphasizes leadership, coaching fellow associates, and ensuring that administrative processes are highly efficient.
Key Responsibilities:
• Identify new business opportunities for asset growth
• Deepen existing client relationships through wealth planning
• Prepare and present insightful reports to clients
• Assist Advisor in client communications and marketing
• Lead and mentor fellow associates in the branch
Requirements:
• Experience in the securities industry
• Re...
In this role, you play a crucial part in wealth management by supporting Wealth Advisors to enhance their client book. Your proficiency in financial products and services fuels the identification of new opportunities, while you also spend time preparing analyses and marketing materials. This position emphasizes leadership, coaching fellow associates, and ensuring that administrative processes are highly efficient.
Key Responsibilities:
• Identify new business opportunities for asset growth
• Deepen existing client relationships through wealth planning
• Prepare and present insightful reports to clients
• Assist Advisor in client communications and marketing
• Lead and mentor fellow associates in the branch
Requirements:
• Experience in the securities industry
• Re...