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Investment Associate

2 months ago

Vancouver, British Columbia, Canada Scotiabank Full time
About the Role

We are seeking a highly motivated and experienced Investment Associate to join our ScotiaMcLeod team. As an Investment Associate, you will play a key role in supporting our Wealth Advisors in the development and management of their book of business.

Key Responsibilities
  • 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
Requirements
  • 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
About ScotiaMcLeod

ScotiaMcLeod is a cornerstone business within Scotia Wealth Management, known for its integrity, service excellence, and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.

What We Offer
  • A collaborative team of innovative thinkers
  • An inclusive working environment that encourages creativity, curiosity, and celebrates success
  • Learning and Development opportunities through Scotia Academy
  • A commitment to making a difference in our communities