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Wealth Management Administrative Associate

Company

Scotia Wealth Management

Location

mississauga, Canada

Type

Full-time

Elevate your career at ScotiaMcLeod as an Administrative Associate, focusing on wealth management services in Mississauga, Ontario. Be part of a team dedicated to client success and operational excellence.
As an Administrative Associate at ScotiaMcLeod, you will play a vital role in supporting our wealth management services. This position requires experience in the securities industry, effective communication skills, and a keen attention to detail. You serve as a key player in identifying business opportunities and building strong client relationships while contributing to the overall administration of the team.
Key Responsibilities:
• Identify new business opportunities for growth
• Utilize product knowledge to enhance client services
• Build effective working relationships with team members
• Prepare and present reports to clients
• Streamline administrative processes for efficiency
Requirements:
• Experience in the securities industry
• Registered Repre...

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