Current jobs related to Scotiamcleod Investment Associate - London - Scotiabank

  • Scotiamcleod Administrative Associate

    2 months ago

    London, Canada Scotiabank Full time

    Requisition ID: 209740 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 Administrative Associate

    6 months ago

    London, Canada Scotiabank Full time

    Requisition ID: 177497 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 Administrative Associate

    2 months ago

    London, Canada Scotiabank Full time

     Requisition ID: 209740As 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 days ago

    London, Canada Scotiabank Full time

    Requisition ID: 154405 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 Administrative Assistant

    6 months ago

    London, Canada Scotiabank Full time

    Requisition ID: 200186 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 Administrative Support Assistant

    7 months ago

    London, Canada Scotiabank Full time

    Requisition ID: 195269 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 Administrative Assistant

    3 months ago

    London, Canada Scotiabank Full time

    Requisition ID: 208149 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...

  • Investment Specialist Associate

    7 months ago

    London, Canada Scotiabank Full time

    Requisition ID: 189571 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Investment Specialist Associate** As a Scotiabank Investment Specialist Associate, you will be able to learn the intricacies of financial planning by working alongside seasoned Investment Specialists. You will have an opportunity...

  • Investment Associate

    2 days ago

    London, Canada BMO Financial Group Full time

    255 Queens Ave, Suite 1900 London Ontario,N6A 5R8 Assesses individual client investment needs to provide professional, customized investment-related advice, sales and service. Builds client trust, educating them on investment strategies, associated risks, and performance expectations that help them achieve their financial goals. Develops and retains...

  • Investment Associate

    20 hours ago

    London, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Scotia Wealth Management Receptionist/branch

    7 months ago

    London, Canada Scotiabank Full time

    Requisition ID: 197048 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...

  • Investment Consultant

    6 months ago

    London, Canada UFirst Solutions Inc. Full time

    Our established Investment, Mortgage & Insurance firm is looking for an eager, hardworking and dynamic associate to help manage our existing client base. Pay: $60,000.00-$100,000.00 per year Schedule: - Monday to Friday Work Location: In person

  • Pic Wealth Associate

    6 months ago

    London, Canada Scotiabank Full time

    Requisition ID: 198070 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose of Job**: We are looking for a mobile Wealth Associate to our Private Investment Counsel offices in London, Ontario. The Wealth Associate role has been created as a means to develop client-focused talent in Private...

  • Investment Analyst Private Equity

    2 weeks ago

    London, Ontario, Canada Disability Solutions Full time

    About Disability Solutions:Our Commitment to ExcellenceWe aim to be a leader in private equity, delivering exceptional results and making a positive impact across our regions of operation.The OpportunityThis is an exciting opportunity for a skilled Investment Analyst Private Equity to join our team. The successful candidate will be responsible for executing,...

  • Investment & Retirement Consultant

    7 months ago

    London, Canada Canada Life Full time

    Job Description We are looking for a Investment & Retirement Consultant. Reporting to the Associate Manager, Investment & Retirement Solutions, the Investment and Retirement Consultant serves our Group Customer plan members who are approaching retirement or have left their employer, with the objective of retaining their assets at Canada Life. If...

  • Associate Advisor

    9 months ago

    London, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    **ASSOCIATE ADVISOR**: **Desjardins Financial Security Independent Network**: Desjardins Financial Security Independent Network (DFSIN) is currently recruiting a permanent, full-time Associate Advisor to join our successful, innovative, and growing firm. If you are passionate about helping people reach their goals, enjoy a team environment and are looking...

  • Associate Portfolio Manager

    6 months ago

    London, Canada MD Financial Management Full time

    Requisition ID: 200209 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 Associate Portfolio Manager to join our team. As an Associate Portfolio Manager, you will...

  • Associate Private Equity

    3 weeks ago

    London, Canada Disability Solutions Full time

    Posting Date: 28 Nov 2024 Location: London, GB Company: EBRD Requisition ID 34699 Office Country United Kingdom Office City London Division Banking Sectors Contract Type Fixed Term Contract Length 3 years Posting End Date 31/12/2024 Purpose of Job The Associate will be involved in execution, monitoring and divestments of equity and quasi-equity...

  • Energy Transition Associate 1

    1 month ago

    London, Canada Disability Solutions Full time

    Posting Date: 26 Nov 2024 Location: London, GB Company: EBRD Requisition ID 35181 Office Country United Kingdom Office City London Division Policy and Partnerships Contract Type Fixed Term Contract Length 3 years Posting End Date 16/12/2024 Purpose of Job The Associate supports the implementation of the EBRD strategy towards green and climate finance...

  • Office Administrative Assistant

    7 months ago

    London, Canada IPC Investment Corporation - Waterloo Street Location Full time

    Would you like to work in a place where you make a positive difference in people's lives? Would you like to be a part of a team environment, working in a professional downtown office, where we support each other, develop together, and provide each other with honest and helpful feedback? Do you like meeting people, making them feel welcome, being in the...

Scotiamcleod Investment Associate

7 months ago

London, Canada Scotiabank Full time

Requisition ID: 182920

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 the Investment Associate, your primary purpose will be to work closely with an Advisor in the development and management of the Advisor's book of business by providing effective client service and contributing to business development and sales related activities

**Is this role for you? In this role you will**:
**Generate sales or revenue by**:
Identifying new business opportunities to gather additional assets and/or increase revenue
Having targeted revenue levels for a segment of the book.
Utilizing an in-depth knowledge of products and services to identify new opportunities within the existing client base
Ensuring the suitability of client recommendations, and that they are in line with the clients’ financial goals, objectives and risk levels.
Maintaining a good understanding of client profiles and that the Advisor’s investment strategy being used to implement client objectives
Managing the execution of transactions on behalf of the Advisor
Ensuring non-solicited trades meet the client risk tolerance

**Ensure a high level of client service by**:
Preparing, analyzing, and presenting reports and recommendations to clients
Developing financial plans, independently or with the Advisor.
Working with the Advisor to develop and distribute client communication and marketing pieces
Providing recommendations to Advisor for improvement of team business processes
Working closely with Team of Experts

**Coordinate and execute on business development by**:
Assisting Advisor in development, preparation and presentation of annual business plan
Managing marketing programs, including development, approvals and implementation
Prospecting and follow up on leads
Developing content and maintaining Advisor website

**Contribute to the effective functioning of the branch team by**:
Acting as a leader to other assistants on the team and within the branch by providing direction and coaching
Regularly reviewing practices to ensure administrative processes are streamlined and administrative tasks 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
Actively participating and contributing to touch bases and team meetings
Encouraging the generation of new ideas and approaches
Actively sharing knowledge and experience to enhance the development of all team members
Developing and executing a meaningful employee development plan

**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
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)

Location(s): Canada : Ontario : London

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.