Scotia Mc Leod Investment Associate (12 month contract)

This listing was posted on ListedBuy.

Scotia Mc Leod Investment Associate (12 month contract)

Location:

Moncton

Description:

Requisition ID: 190882 As a cornerstone business within Scotia Wealth Management®, Scotia Mc Leod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join Scotia Mc Leod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too. As an Investment 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. This is a 12 month contract opportunity. 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 • Work with Advisor and Total Wealth Specialists to deepen client relationships through total wealth planning • Prepare, analyze, and present reports and recommendations to clients • Work with the Advisor to develop and distribute client communication and marketing pieces • Act as a leader to other associates on the team and within the branch by providing direction and coaching • Regularly review practices to ensure administrative processes are streamlined and administrative tasks being completed and logged for tracking purposes Do you have the skills. Visit ListedBuy for more information.

Company:

Scotiabank

Posted:

January 5 on ListedBuy

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Scotia Mc Leod Investment Associate (12 month contract) | Scotia Mc Leod Investment in Other Art &1

Scotia Mc Leod Investment Associate (12 month contract)

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