Investment Advisor
3 weeks ago
At ScotiaMcLeod, we're seeking a skilled Investment Advisor to join our team. As a cornerstone business within Scotia Wealth Management, we've earned a reputation for integrity based on service excellence and trusted investment advice.
Key Responsibilities:
- Ensure clients have a smooth transition to the National Branch.
- Provide investment advice to clients to help meet their investment objectives.
- Manage existing client relationships and promote our products and services.
- Adhere to all firm and regulatory policies.
- Display a high level of integrity and professionalism in all dealings.
Requirements:
- Successfully completed the CSC, CPH, and 30-day IRT Training.
- Excellent communication skills and client service focus.
- Superior time management and organizational skills.
- A clear understanding of industry and firm compliance regulations.
- Strong self-management and results orientation.
What We Offer:
- A rewarding career path and support for professional development.
- In-depth training and coaching to help you succeed.
- Competitive compensation package and flexible benefits.
- Be part of a culture of inclusion, diversity, and potential.
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