Scotiamcleod Investment Associate

4 weeks ago

Canada, CA Scotiabank Full time


Requisition ID: #

As a cornerstone business within Scotia Wealth Management(R), ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.

When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking(R), a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.

BRIEF INTRODUCTION

As an Investment Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to business development and sales related activities.

IS THIS ROLE RIGHT FOR YOU
In the role you will:

-Identify new business opportunities to gather additional assets and/or increase revenue
-Utilize your in-depth knowledge of products and services to identify new opportunities within the existing client base
-Work with Advisor and Total Wealth Specialists to deepen client relationships through total wealth planning
-Prepare, analyze, and present reports and recommendations to clients
-Work with the Advisor to develop and distribute client communication and marketing pieces
-Act as a leader to other associates on the team and within the branch by providing direction and coaching
-Regularly review practices to ensure administrative processes are streamlined and administrative tasks being completed and logged for tracking purposes

DO YOU HAVE THE SKILLS
We would love to work with you if you have:

-Experience in the securities industry
-Registered Representative (RR) with CIRO
-Successfully completed the Wealth Management Essentials (WME)
-Excellent verbal and written communication skills
-Meticulous attention to detail and excellent time management skills
-Exceptional client service skills, providing a professional and respectful experience

WHAT’S IN IT FOR YOU

-At ScotiaMcleod we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At ScotiaMcleod– you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
-The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers
-An organization committed to making a difference in our communities– for you and our clients
-An inclusive working environment that encourages creativity, curiosity and celebrates success
-Learning and Development – via Scotia Academy, a virtual learning experience to upskill and develop your skills at work or from your personal device.

Location(s): Canada : Ontario : Toronto

Scotiabank is a leading bank in the Americas. 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.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. 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 online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
#J-18808-Ljbffr

  • Scotiamcleod Administrative Associate

    4 weeks ago

    Canada, CA Scotiabank Full time

    Requisition ID: #As a cornerstone business within Scotia Wealth Management(R), ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.When you join ScotiaMcLeod, you’ll be...

  • Scotiamcleod Senior Associate

    4 weeks ago

    Canada, CA Scotiabank Full time

    Requisition ID: #As a cornerstone business within Scotia Wealth Management(R), ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.When you join ScotiaMcLeod, you’ll be...

  • Associate, Private Investment Council

    1 month ago

    Canada, CA TD Bank Full time

    Associate, Private Investment Council page is loaded Associate, Private Investment Council Apply remote type Hybrid locations Montréal, Québec time type Full time posted on Posted Yesterday job requisition id R_1359002 Work Location:CanadaHours:37.5Line of Business:TD Wealth Pay Details: We’re committed to providing fair and equitable compensation to...

  • Investment Management Associate

    1 month ago

    Canada, CA Virgo Digital Asset Management Inc. Full time

    About Virgo Group Founded in 2021, Virgo Group of Companies is committed to delivering commission-free cryptocurrency trading services globally. Our diverse business lines include VirgoCX, VirgoCX Wealth, Virgo Wealth, and Virgo Digital Asset Management, providing exceptional services across Canada, Australia, the U.S., and more in future. With continuous...

  • Associate Director, ALM Investment Strategy

    1 month ago

    Canada, CA Sun Life Financial Full time

    You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day,...

  • Associate / Assistant Vice President, Investor Services

    1 month ago

    Canada, CA Brookfield Investment Management Inc. Full time

    Associate / Assistant Vice President, Investor Services Location: Brookfield Place - 181 Bay Street, Toronto, Ontario Job Description: The Associate or Assistant Vice President, Investor Services, will be responsible for supporting the Private Wealth Investor Relations Team to successfully execute client service initiatives. The Associate or Assistant Vice...

  • Analyst / Associate, Investment Banking, Corporate Finance Advisory - Toronto

    4 weeks ago

    Canada, CA Scotiabank Full time

    Requisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Analyst / Associate, Investment Banking, Corporate Finance Advisory - TorontoGlobal Banking and MarketsGlobal Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US...

  • Investment Consultant

    1 month ago

    Canada, CA North American Search Group Full time

    · As an Investment Consultant, your role will involve selling and providing personalized investment advisory services to current and prospective clients, including complex and ambitious plans.· You will also contribute to intellectual capital development in your expertise area while leading and mentoring junior staff.· Provide expert advice to a wide...

  • M&A Associate

    1 month ago

    Canada, CA Partner One Full time

    Partner One is a long-term investment group specializing in the acquisition and growth of successful software companies. In business for over 28 years, we own some of the fastest-growing enterprise software companies in the world. Over 2,000 of the world's largest corporations and governments rely on our software for their most critical operations and to...

  • Wealth Associate

    1 month ago

    Canada, CA Banque Nationale du Canada Full time

    A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients more precisely within the team, Morin-Poirier-Duchesne.Support...

  • Associate Actuary

    1 month ago

    Canada, CA Reinsurance Group of America Inc Full time

    *** This position may work remotely from locations in the US, APAC and Canada ***The Associate Actuary will be a strong contributor and emerging leader within RGA’s Valuation, with emphasis on financial reporting and analysis. The focus of this position is on RGA’s global asset intensive business.Communicating with and maintaining excellent relationships...

  • Associate Portfolio Manager

    1 month ago

    Canada, CA Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 195546 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused...

  • Portfolio Associate

    1 month ago

    Canada, CA Valnet inc Full time

    Job Description Posted Friday, March 8, 2024 at 5:00 AM Who we are: Valnet Inc., the world’s premier media investment company, owns and operates over 25 highly authoritative brands across various verticals, including entertainment, sports, technology, automotive, gaming, and travel. Specializing in acquiring, operating, and growing properties that are...

  • Associate Portfolio Manager

    1 month ago

    Canada, CA Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 195546 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused...

  • M&A Associate

    1 month ago

    Canada, CA Embrace Software Inc Full time

    Embrace Software, headquartered in Tampa, USA, is one of the fastest-growing software acquirers in the world. We focus on building niche software businesses that deliver mission-critical solutions across industries. Why Join Embrace: Rapid Growth: Our team has expanded to over 300 members in just 3.5 years. Financial Strength: We’ve secured $130M...

  • Gatehouse Associate

    4 weeks ago

    Canada, CA Kent Building Supplies Inc. Full time

    GATEHOUSE ASSOCIATEWe are currently looking for a Gatehouse associate to work in a fast-paced retail environment at our KENT Mount Pearl store located on 60 Old Placentia Road, Mount Pearl, NL.This position requires working outside and being extremely knowledgeable about building materials to ensure each customer’s order is correct. Due to the Loss...

  • Corporate Development Associate

    4 weeks ago

    Canada, CA All Cloud BSD Full time

    DescriptionCorporate Development AssociateLocation: US / Canada (Eastern Time) - Home basedJob Type: Full-time, PermanentAbout AllCloudAllCloud is a global professional services company providing organizations with cloud enablement and transformation. Through a unique combination of expertise and agility, AllCloud accelerates cloud innovation and helps...

  • Senior Strategy Associate

    4 weeks ago

    Canada, CA Incognito Software Systems Inc Full time

    Senior Strategy AssociateJob Summary:We are searching for a uniquely talented Senior Strategy Associate to join the strategy team at Vencora, a key operating group under Constellation Software Inc. (TSX: CSU), a global conglomerate specializing in acquiring and nurturing vertical market software companies worldwide.Job Description:What You'll Do:In this...

  • Customer Experience Associate Clarenville

    4 weeks ago

    Canada, CA Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title: Customer Experience Associate Clarenville Requisition ID: 198968Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Customer Experience Associate, you are the face, character and heart of...

  • First Nations/Metis/Inuit

    1 month ago

    Canada, CA Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 194743Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service...