
Scotiamcleod Investment Associate
4 weeks ago
Requisition ID: 207699
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.
**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**
In the role you will:
- Identify new business opportunities to gather additional assets and/or increase revenue
- Utilize your in-depth knowledge of products and services to identify new opportunities within the existing client base
- Work with Advisor and Total Wealth Specialists to deepen client relationships through total wealth planning
- Prepare, analyze, and present reports and recommendations to clients
- Work with the Advisor to develop and distribute client communication and marketing pieces
- Act as a leader to other associates on the team and within the branch by providing direction and coaching
- Regularly review practices to ensure administrative processes are streamlined and administrative tasks being completed and logged for tracking purposes
**DO YOU HAVE THE SKILLS**
We would love to work with you if you have:
- Experience in the securities industry
- Registered Representative (RR) with CIRO
- Successfully completed the Wealth Management Essentials (WME)
- Excellent verbal and written communication skills
- Meticulous attention to detail and excellent time management skills
- Exceptional client service skills, providing a professional and respectful experience
**WHAT’S IN IT FOR YOU**
- 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. At ScotiaMcleod
- you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
- The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers
- An organization committed to making a difference in our communities
- for you and our clients
- An inclusive working environment that encourages creativity, curiosity and celebrates success
- Learning and Development - via Scotia Academy, a virtual learning experience to upskill and develop your skills at work or from your personal device.
LI-Onsite #LI-HA1
Location(s): Canada : Ontario : Belleville
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.
-
Scotiamcleod Investment Associate
4 weeks ago
Belleville, Canada Scotiabank Full timeRequisition ID: 207699 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 Investment Associate
1 week ago
Belleville, Canada Scotiabank Full timeRequisition ID: 207699As 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...
-
Retail Sales Associate
3 weeks ago
Belleville, Canada Moores Full time**Job Description**: **Retail Sales Associate** **We invest in our people and continuously work towards fostering an inspirational, inclusive, and innovative culture, so that every team member has a true sense of belonging. We help people confidently express their true selves so they can be their best.** **We Have Immediate Openings - Start Right Away!** -...
-
Client Associate Cibc Wood Gundy
3 weeks ago
Belleville, Canada CIBC Full timeWe’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...
-
Retail Store Associates
7 days ago
Belleville, Canada Savers Full timeDescription Position at Value Village Job Title: Retail Store Associate Who we are: As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature. We supply our...
-
Retail Sales Associate Part Time
2 weeks ago
Belleville, Canada Moores Full time**Job Description**: **Retail Sales Associate** **We invest in our people and continuously work towards fostering an inspirational, inclusive, and innovative culture, so that every team member has a true sense of belonging. We help people confidently express their true selves so they can be their best.** **We Have Immediate Openings - Start Right Away!** -...
-
Retail Store Associates
1 week ago
Belleville, Canada Savers Value Village Full timeDescription Job Title: Retail Store AssociateWho we are: As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature. We supply our stores with gently-used,...
-
Retail Warehouse
4 days ago
Belleville, Canada Savers Full timeDescription Position at Value Village Job Title: Retail Warehouse & Production Associate Who we are: As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second...
-
Retail Warehouse
7 days ago
Belleville, Canada Savers Value Village Full timeDescription Job Title: Retail Warehouse & Production AssociateWho we are: As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature. We supply our stores with...
-
Customer Experience Associate
3 weeks ago
Belleville, Canada Scotiabank Full timeRequisition ID: 161510 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial...
-
Sales Associate Full Time
1 week ago
Belleville, Canada Wow! Mobile Boutique Full timeOverview: **_ Our team at WOW! mobile boutique_** **_is passionate about providing the best-in-class wireless retail experience_** - focusing on excellence in every aspect of our business. We focus on a **personalized** customer experience, providing solutions from Canada’s top wireless carriers, TELUS, Rogers, Koodo, Fido and Chatr. Our exceptional...
-
Personal Banking Associate
2 weeks ago
Belleville, Canada BMO Financial Group Full time192 - 198 Bell Blvd, Bldg G Belleville Ontario,K8P 5L8 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...
-
Personal Banking Associate
2 days ago
Belleville, Canada BMO Financial Group Full time192 - 198 Bell Blvd, Bldg G Belleville Ontario,K8P 5L8 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...
-
Financial Planner
7 days ago
Belleville, Canada Scotiabank Full timeRequisition ID: 210896Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under Scotia Financial Planning (formerly known as ‘Investment Specialist’ under the Mobile Advice Team). Join a...
-
Registered Veterinary Technician
4 weeks ago
Belleville, Canada VetCare Canada Inc. Full timeBay Regional Veterinary Hospital (bayregionalvethosp.com) is located in Belleville, ON. We are committed to the highest standards of patient care, providing medicine and surgery in a unique, collaborative environment of compassionate and friendly professionals. Our team values work/life balance, offering flexible schedules and a vibrant work...
-
Supervisor, Fleet Mtce
2 weeks ago
Belleville, Canada Titanium Logistics Inc. Full time**Job Summary** **Job Duties and Responsibilities** - Reporting directly to the Director, Fleet Maintenance - Work in conjunction with the Lead Fleet Coordinator to contact drivers directly to provide information and respond to regular equipment repair and maintenance requirements - support road-call needs of the fleet - Assist with data entry requirements...
-
Customer Experience Associate
3 weeks ago
Belleville, Canada TD Bank Full time**Work Location**: Belleville, Ontario, Canada **Hours**: 15 **Line of Business**: Personal & Commercial Banking **Pay Details**: $22.00 - $27.21 CAD Department Overview: At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service...
-
Personal Banking Officer
4 weeks ago
Belleville, Canada Alterna Savings Full time**Scope of Position** The Personal Banking Officer is the lead role involved in outbound, banker-initiated contact of members using in branch renewal lists, branch and marketing lead lists. The focus of this role is to contact and meet with designated members in an effort to understand and meet their overall banking needs, consolidate share of wallet and...
-
Autobody Technician
4 days ago
Belleville, Canada CSN Collision Full time**CSN Hackett's**is looking to hire a well rounded **Autobody Technician** to help build a dynamic, collaborative repair team in **Belleville, ON.**If you are passionate about the automotive industry and possess the required skills, we invite you to join our team at Lift Auto Group. We offer a flat rate pay structure along with a lucrative production bonus,...
-
Wealth Management Consultant
1 day ago
Belleville, Ontario, Canada Scotiabank Full timeAbout Scotiabank's Purpose">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.">About the Role">As a key member of the Scotiabank team, you...