ScotiaMcLeod Investment Associate

1 month ago

Old Toronto Ontario, CA Scotiabank Full time
Title: ScotiaMcLeod Investment Associate - Rosedale

Requisition ID: 203081

As a cornerstone business within Scotia Wealth Management, 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, 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.

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

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

DO YOU HAVE THE SKILLS

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

WHAT’S IN IT FOR YOU

  1. 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.
  2. The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers
  3. An organization committed to making a difference in our communities– for you and our clients
  4. An inclusive working environment that encourages creativity, curiosity and celebrates success
  5. 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

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 during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly 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 Investment Associate

    3 weeks ago

    Old Toronto, Ontario, CA Scotiabank Full time

    Requisition ID: 203081As a cornerstone business within Scotia Wealth Management, 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 Investment Associate

    1 month ago

    Old Toronto, Ontario, CA Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. Requisition ID: 197917As a cornerstone business within Scotia Wealth...

  • ScotiaMcLeod Investment Associate

    1 month ago

    Old Toronto, Ontario, CA Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 199514As a cornerstone business within Scotia Wealth Management, 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...

  • ScotiaMcLeod Investment Associate

    3 weeks ago

    Old Toronto, Ontario, CA Scotiabank Full time

    Requisition ID: 199514As a cornerstone business within Scotia Wealth Management, 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 Investment Associate

    4 weeks ago

    Old Toronto, Ontario, CA Scotiabank Full time

    Requisition ID: 197917As a cornerstone business within Scotia Wealth Management, 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 Administrative Associate

    4 weeks ago

    Old Toronto, Ontario, CA Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. Title: ScotiaMcLeod Administrative Associate - Toronto Requisition ID:...

  • ScotiaMcLeod Business Development Associate

    4 weeks ago

    Old Toronto, Ontario, CA Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title: ScotiaMcLeod Business Development Associate - North Toronto Requisition ID: 201041As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our...

  • Associate, Valuations – Private Investments

    1 month ago

    Old Toronto, Ontario, CA Canada Pension Plan Investment Board Full time

    Associate, Valuations – Private InvestmentsFull-timeFunction: InvestmentsMake an impact at a global and dynamic investment organizationWhen you invest your career in CPP Investments, you join one of the most respected and fastest growing institutional investors in the world. With current assets under management valued in excess of $500 billion, CPP...

  • ScotiaMcLeod Senior Manager, Strategic Initiatives

    3 weeks ago

    Old Toronto, Ontario, CA Scotiabank Full time

    Title: ScotiaMcLeod Senior Manager, Strategic InitiativesRequisition ID: 204726As a cornerstone business within Scotia Wealth Management, 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...

  • ScotiaMcLeod Branch Manager

    1 month ago

    Old Toronto, Ontario, CA Scotiabank Full time

    As a cornerstone business within Scotia Wealth Management, 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...

  • ScotiaMcLeod Branch Manager

    4 weeks ago

    Old Toronto, Ontario, CA Scotiabank Full time

    Requisition ID: 198594 As a cornerstone business within Scotia Wealth Management, 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 - Regional Vice President, Business Development

    1 month ago

    Old Toronto, Ontario, CA Scotiabank Full time

    Title: ScotiaMcLeod - Regional Vice President, Business Development Requisition ID: 204477As a cornerstone business within Scotia Wealth Management, 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...

  • ScotiaMcLeod - Regional Vice President, Business Development

    4 weeks ago

    Old Toronto, Ontario, CA Scotiabank Full time

    Requisition ID: 204477 As a cornerstone business within Scotia Wealth Management, 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 - Regional Vice President, Business Development

    3 weeks ago

    Old Toronto, Ontario, CA Scotiabank Full time

    Requisition ID: 204477 As a cornerstone business within Scotia Wealth Management, 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, Infrastructure Investments

    4 weeks ago

    Old Toronto, Ontario, CA LSP Recruit Full time

    A rapidly growing global investment fund, operating across several key investment arms—including Private Capital (Real Assets, Direct Private Equity, Growth Equity, Private Equity Funds & Secondaries), Credit (Structured Finance and Leverage Finance), and Public Equities—is looking to add an Associate to their Infrastructure team. This group invests in...

  • Managing Director, Investment Tax

    1 month ago

    Old Toronto, Ontario, CA Canada Pension Plan Investment Board Full time

    Make an impact at a global and dynamic investment organizationWhen you invest your career in CPP Investments, you join one of the most respected and fastest growing institutional investors in the world. With current assets under management valued in excess of $500 billion, CPP Investments is a professional investment management organization that globally...

  • Associate Investment Advisor

    1 month ago

    Old Toronto, Ontario, CA Iaawg Full time

    Associate Investment AdvisorLocations: Toronto, Ontario; Montreal, Quebec; Quebec, QuebecTime Type: Full timePosted On: Posted YesterdayJob Requisition ID: JR10020817Job DescriptionAbout The Role:Reporting to the Director, iA Wealth Advice Centre, the Associate Investment Advisor will support both Admin Assistants and Investment Advisors on the team. They...

  • Associate, Technology Investment

    1 month ago

    Old Toronto, Ontario, CA Sixtydegreecapital Full time

    About the CompanySixty Degree Capital is a premier venture-growth equity fund based in Toronto, Canada. We invest in from Series A to Pre-IPO companies in North America, across software innovation, digital infrastructure, biotech and pharmaceutical.We are seeking a highly motivated and detail-oriented individual to join our team as an Associate, Technology...

  • Investment Associate

    1 month ago

    Old Toronto, Ontario, CA Uncapped Ltd. Full time

    A fully remote role based in TorontoRole Overview Are you a detail-oriented, analytical thinker looking to make a meaningful impact in the world of start-ups? At Uncapped, we invest in growing businesses and in ambitious founders and we are looking for a talented Investment Associate to join our Risk team.This is an exciting opportunity to learn how to...

  • Associate Investment Advisor

    1 month ago

    Old Toronto, Ontario, CA iA Financial Group Full time

    Job category: Customer Service and Administrative SupportReporting to the Director, iA Wealth Advice Centre, the Associate Investment Advisor will support both Admin Assistants and Investment Advisors on the team. They will have the opportunity to broaden their experience in the investment industry by supporting investment advisors and building a book of...