ScotiaMcLeod Senior Associate - Mississauga
Location
mississauga, peel region
Job Type
Full-time
Category
Other-General
Posted
June 27, 2026
Brief Introduction
As a Senior 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.
In the Role
- 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
- Build effective working relationships across the team and with various business lines and corporate function contacts
- Prepare, analyze, and present reports and recommendations to clients
- Develop and distribute client communication and marketing pieces
- Review practices to ensure administrative processes are streamlined and administrative tasks being completed and logged for tracking purposes
- Understand client profiles and th...