Senior Advisor Support Associate Montreal
Scotia Wealth Management • montreal (administrative region), Canada
Role Description
Elevate your career with ScotiaMcLeod as a Senior Advisor Support Associate in Montreal. Collaborate with Advisors to create tailored financial plans that fulfill client expectations and goals.
This role at ScotiaMcLeod focuses on understanding client needs, enabling effective Total Wealth Planning. You will actively work with specialists and strengthen client relationships through dedicated support. A commitment to continuous learning will be vital as you contribute to client financial journeys.
Key Responsibilities:
• Conduct in-depth client discovery for effective financial planning
• Collaborate with specialists on Total Wealth Strategies
• Strengthen relationships with focused client support
• Aid in the development of financial seminars and presentations
Requirements:
• CFP or IQFP designation with 2 years of experience
• Mastery of financial planning software tools
• Background in Total Wealth Planning processes
• Strong interpersonal and communi...
This role at ScotiaMcLeod focuses on understanding client needs, enabling effective Total Wealth Planning. You will actively work with specialists and strengthen client relationships through dedicated support. A commitment to continuous learning will be vital as you contribute to client financial journeys.
Key Responsibilities:
• Conduct in-depth client discovery for effective financial planning
• Collaborate with specialists on Total Wealth Strategies
• Strengthen relationships with focused client support
• Aid in the development of financial seminars and presentations
Requirements:
• CFP or IQFP designation with 2 years of experience
• Mastery of financial planning software tools
• Background in Total Wealth Planning processes
• Strong interpersonal and communi...