Senior Advisor Support Role At Scotiamcleod Montreal

Overview

Transform your career with ScotiaMcLeod in Montreal as a Senior Advisor Support Associate. You will enable Advisors to deliver customized financial plans that resonate deeply with client ambitions. In this role, you will facilitate Total Wealth Planning by collaborating with specialists and understanding client needs thoroughly. Your client‑focused approach will enhance relationships and support clients on their financial journeys. The position emphasizes continuous learning and career development.

Responsibilities

• Conduct in-depth client discovery for effective planning
• Collaborate with specialists on Total Wealth Strategies
• Strengthen client relationships through focused support
• Aid in developing and delivering seminars on financial topics

Requirements

• CFP or IQFP designation with a minimum of 2 years experience
• Mastery of financial planning software tools
• Background ...