Scotiamcleod Investment Associate

4 weeks ago

Sudbury, Ontario, Canada Scotiabank Full time

Requisition ID: 198606

As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has built a solid reputation for integrity through excellent service and trusted investment advice. Our advisors and teams are committed to innovative approaches to safeguarding and growing clients' assets.

**Exciting Opportunity**

Joining ScotiaMcLeod means embracing Enriched Thinking, a unique strategy that combines client and institutional perspectives to achieve results. Working alongside specialists, you'll provide a client-focused approach to wealth management, considering all aspects of your clients' lives. With a focus on comprehensive wealth planning and support from wealth experts, you'll empower clients to see both the big picture and the finer details.

BRIEF INTRODUCTION

As an Investment Associate, you'll collaborate closely with a Wealth Advisor to enhance client service, drive business development, and contribute to sales activities.

IS THIS ROLE RIGHT FOR YOU

  • Identify new business opportunities
  • Utilize product knowledge to uncover opportunities
  • Work with specialists to deepen client relationships
  • Prepare and present reports to clients
  • Develop client communication
  • Provide leadership and coaching
  • Streamline administrative processes

DO YOU HAVE THE SKILLS

  • Experience in the securities industry
  • Registered Representative (RR) with CIRO
  • Wealth Management Essentials (WME) certification
  • Strong communication and time management skills
  • Attention to detail
  • Exceptional client service abilities

WHAT'S IN IT FOR YOU

  • Opportunity for personal and professional growth
  • Join a forward-thinking organization
  • Make a difference in your community
  • Enjoy an inclusive and creative working environment
  • Access to Scotia Academy for ongoing learning and development

Location(s): Canada : Ontario : Sudbury

Scotiabank, a leading bank in the Americas, is dedicated to helping customers achieve success through a wide range of financial services. We value diversity, inclusivity, and strive to create a welcoming environment for all.

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