Associate Investment Advisor

2 weeks ago

Montréal QC, Canada Scotiabank Full time

Join the Global Community of Scotiabankers to help customers become financially better off.
Scotiabank is a premier financial institution and Canada’s most international bank recognized as a Best Workplace, in Canada, Mexico, El Salvador, Costa Rica, Puerto Rico, Dominican Republic, Panama, Peru, Chile and Latin America by the Great Place to Work Institute.
Scotiabank is Canada’s international bank and a leading financial services provider in North America, Latin America, the Caribbean and Central America, and parts of Asia. We are dedicated to helping our 21 million customers become better off through a broad range of advice, products and services, including personal and commercial banking, wealth management, corporate and investment banking.
Corporate Social Responsibility
Scotiabank helps to build bright futures worldwide through ethical banking practices, environmental awareness and a commitment to communities.
ScotiaMcLeod offers full-service advice and a full spectrum of investment products and services through 750 advisors to over 150,000 households across Canada.
ScotiaMcLeod has earned a reputation for integrity based on our standards of excellence, quality service and a commitment to doing what’s right for our clients.
At ScotiaMcLeod, we pride ourselves on the strong team we have developed to support the Wealth Advisors. In addition to traditional administrative support, we also have a number of licensed roles to assist the advisors with their clients, with their individual marketing, and with the growth and development of their businesses. ScotiaMcLeod provides both internal training as well as financial assistance for external courses to support and encourage career path progression for our employees.
As part of Scotiabank, you will see the many benefits of working for an employer of choice - one that reflects the community and one that attracts and retains talent from diverse backgrounds. We encourage open communication, recognize and reward performance, and provide opportunity for growth. ScotiaMcLeod is currently seeking an Investment Associate.
The Investment Associate is licensed as a Registered Representative. Identifying new business opportunities to gather additional assets and/or increase revenue
* Ensuring the suitability of client recommendations, and that they are in line with the clients’ financial goals, objectives and risk levels
* Maintaining a good understanding of client profiles and that the Advisor’s investment strategy being used to implement client objectives
* Ensuring non-solicited trades meet the client risk tolerance
Developing financial plans, independently or with the Advisor
* Managing marketing programs, including development, approvals and implementation
* Developing content and maintaining Advisor website
Registered Representative (RR) Training
* complete all relevant licensing as required by the Advisor’s business eg. maintain license by complying with all regulatory requirements

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