Scotiamcleod Investment Associate

3 weeks ago

Toronto, Canada Scotiabank Full time

Requisition ID: 175578

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. 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.

**Job Profile**:
**As an Investment Associate for a large wealth management team, your primary purpose will be to work closely with the Advisor in the development and management of the Advisor's book of business by providing excellent client service and primarily contributing to portfolio management, research, and trading activities**

**Is this role for you? In this role you will**:
**Be Responsible for Trading and Portfolio Management**:
**Managing the execution of discretionary portfolio management transactions and trading on behalf of the Advisor**

**Maintaining a good understanding of client profiles and that the Advisor’s investment strategy being used to implement client objectives**

**Ensuring the suitability of client recommendations, and that they are in line with the clients’ financial goals, objectives and risk levels.**

**Ensuring non-solicited trades meet the client risk tolerance**

**Research portfolio allocation opportunities that align with the portfolio management principles of the advisor**

**Ensure a high level of client service by**:
**Preparing, analyzing, and presenting reports and recommendations to clients**

**Working with the Advisor to develop and distribute client communication and marketing pieces related to portfolio allocation and changes**

**Providing recommendations to Advisor for improvement of team business and portfolio management processes**

**Working closely with Team of Experts**

**Contribute to the effective functioning of the branch team by**:
**Developing into a leader on the team and within the branch by providing experience, direction, and expertise**

**Regularly reviewing practices to ensure business processes are streamlined and tasks are being completed and logged for tracking purposes**

**Building effective working relationships across the team and with various business line and corporate function contacts**

**Maintaining a high level of customer service**

**Facilitating a culture of open and honest communication**

**Encouraging the generation of new ideas and approaches**

**Do you have the skills required to be successful in the role? We'd love to work with you if you have**:
**3+ years of Investment Industry Experience**

**Experience in trading, systems, portfolio management.**

**Excellent written and verbal communication skills**

**Strong organizational skills**

**Ability to take initiative and work independently**

**Ability to meet deadlines**

**Understanding of industry and firm compliance regulations**

**In-depth industry knowledge**

**ACCREDITATIONS**

**Canadian Securities Course (CSC)**

**Conduct and Practices Handbook (CPH)**

**Wealth Management Essentials (WME) prior to enrolling in Registered Representative Training**

**Registered Representative Training (RRT)**

**Relevant licensing as required by the Advisor’s business**

**Completed Investment Associate Training Program (IATP)**

**CFA Level 1 & 2 completion considered an asset**

**Experience using Charles River Trading Platform an asset**

**What's In It For You?**
- **We believe in the importance of career growth therefore this role could lead to relationship management**:

- **We recognize the importance of well-being and offer programs and benefits to support and sustain the mental and physical health of our employees and their families.**:

- **We know that financial security is important to you and we’re here to help - competitive salaries and incentive programs, a defined contribution pension plan and an employee share option purchase program.**:

- **We believe an inclusive and diverse work environment makes for happy and productive employees.**:

- **We realize time away to recharge is a non-negotiable - we offer a generous paid time off program in which the benefits increase along with your tenure with ScotiaMcLeod. Our team environment ensures you’re able to take time off without worrying about your clients.**

Location(s): Canada : Ontario : Toronto

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, the

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