Job Description

Requisition ID: 268318 

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.


Purpose

Contributes to the overall success of ScotiaMcLeod in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

Accountabilities

  • Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.

  • Generate sales or revenue building ideas by utilizing an in-depth knowledge of products and services to gain maximum value from existing clients, identifying opportunities to gather additional assets and/or increase revenue within the existing client base and present to the Advisor (i.e. referrals, consolidation of assets, insura...

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