Analysis and Implementation Associate

1 week ago

London, Ontario, Canada Scotiabank Full time
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We are looking for a mobile Wealth Associate to our Private Investment Counsel offices in London, Ontario.
The Wealth Associate role has been created as a means to develop client-focused talent in Private Investment Counsel.

The Wealth Associate will receive formal performance coaching from the Market Lead and be involved in the management of the markets' overall book of business, by providing effective relationship management and efficient client service.


The Wealth Associate will further develop skills to support clients and the Private Investment Counsel value proposition through interaction with and developing knowledge with respect to internal partners within the bank.

The Wealth Associate in these instances may partner with Private Investment Counsel's Centralized Investment Team of Experts or local Associate Portfolio Managers/Portfolio Managers to manage client relationships and deliver an optimal client experience.

The Wealth Associate is a key role in the business development cycle of the individual market and will spend time developing strong business development skills and executing on the achievement of growth strategies to increase Private Investment Counsel's reach in the market.


The Wealth Associate role is a growth oriented and entry-level role and suitable for individuals who expect to advance their career and obtain registrant status (becoming a licensed associate portfolio manager/portfolio manager) with an appropriate provincial regulator.

The incumbent will actively pursue effective and efficient operations of his/her respective areas in accordance with Scotiabank's Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.

Once/if the Wealth Associate obtains registrant status, Private Investment Counsel may offer a Relationship Manager position in one of locations locally or across Canada.

Ensure a comprehensive understanding Private Investment Counsels' value proposition in relation to client's financial needs, risk tolerance, and long- term objectives
Support Market Lead or Associate Portfolio Manager/Portfolio Manager through analysis of book, development of market strategies and participation in campaigns and programs
Develop financial plans, independently or with the Associate Portfolio Manager/Portfolio Manager and Total Wealth Planning team
Use strong knowledge of the Bank's, Scotia Wealth Management group and Private Investment Counsel diverse products and services, to ensure the client's needs are well understood, documented and satisfied
When transitioning to becoming the Primary Relationship Manager for clients or while working with the local Associate Portfolio Manager/Portfolio Managers, the Wealth Associate will work closely with each to further the discovery and planning process to develop an in-depth understanding of the clients' needs
Maintain Private Investment Counsel client experience standards regarding business planning, sales effectiveness, client engagement and portfolio management
Develop a business plan to manage sales activity, including goal-setting, pipeline management and revenue forecasting, referral source development and overall business growth, in alignment with the firm's established practices
Create and execute prospecting plans to develop a healthy pipeline to move prospects to clients
Build and maintain accurate prospect and client records in Salesforce.
Maintain solid understanding of client needs and objectives to identify opportunities to expand the relationship across the Scotia Wealth offering
Leverage business planning practices to manage activities that grow the business through lead identification, prospect development and existing client relationships
Manage event-based marketing programs, including development, approvals and implementation of seminars, branch presentations, workshops both with internal partners and externally (e.g., Minimize the Bank's exposure to risk by maintaining awareness and ensuring compliance/adherence to all procedures, regulatory activities and guidelines including Privacy, Anti- Money Laundering, Anti-Terrorist Financing, FCAC, Know Your Client, Occupational Health & Safety and Guidelines for Business Conduct
Support the Portfolio Managers and Associate Portfolio Managers in maintaining client portfolios in accordance with established firm strategy which includes, utilizing the Central Portfolio Models and pools, focusing on client segmentation and client's risk appetite

Participating in all aspects of compliance and the identification of actions or changes in policy and/or procedures in order to remediate non-compliance in the business.

Adhere to bank and firm standards, policies and business practices to ensure that Private Client Counsel is meeting the appropriate regulatory and compliance requirements as they relate to both new and existing accounts
Contribute to the effective functioning of the Private Investment Counsel team
Education/Work Experience/Designations
Enrollment in CFA program an asset
Enrollment in or certification in CFP program an asset
Knowledge of Office, financial markets, economic, banking and Bloomberg.
Must enroll and be willing to work towards successful completion of CIM within 24 months or completing at a minimum CFA Level 1

Guided by our purpose:
"for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know.

If you require technical assistance, please click here . Candidates must apply directly online to be considered for this role.

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