Wealth Management Associate Position

4 weeks ago

Edmonton, Alberta, Canada Scotiabank Full time

Job Overview

As a vital segment of Scotia Wealth Management, ScotiaMcLeod has established a strong reputation for integrity, built on exceptional service and reliable investment guidance. Our teams and advisors take pride in discovering innovative strategies to safeguard and enhance their clients' assets.

Joining ScotiaMcLeod means you will be empowered to implement Enriched Thinking, a distinctive methodology that integrates both your client's perspectives and our insights to achieve optimal results. You will collaborate with a team of experts to provide a client-focused approach to wealth management, allowing you to consider every aspect of your client's life, family, and business. With an emphasis on comprehensive wealth planning and access to wealth specialists, you will enable clients to appreciate not only the broader vision but also the finer details.

Role Responsibilities

As an Investment Associate, you will partner closely with a Wealth Advisor to develop and manage their portfolio by delivering effective client service and supporting business growth and sales initiatives. Your responsibilities will include:

  • Identifying new business prospects to acquire additional assets and enhance revenue streams.
  • Leveraging your extensive knowledge of products and services to uncover new opportunities within the current client base.
  • Collaborating with Advisors and Total Wealth Specialists to strengthen client relationships through holistic wealth planning.
  • Preparing, analyzing, and presenting reports and recommendations to clients.
  • Assisting the Advisor in creating and disseminating client communications and marketing materials.
  • Providing leadership and guidance to fellow associates within the team and branch.
  • Regularly reviewing procedures to ensure administrative tasks are efficient and properly documented for tracking purposes.

Required Qualifications

We are eager to connect with candidates who possess:

  • Experience in the securities sector.
  • Registration as a Registered Representative (RR) with CIRO or in the process of obtaining registration.
  • Successful completion of the Wealth Management Essentials (WME) program.
  • Strong verbal and written communication abilities.
  • Keen attention to detail and excellent time management skills.
  • Outstanding client service capabilities, ensuring a professional and respectful experience.

Benefits of Joining Us

  • At ScotiaMcLeod, we support our employees in building their futures, fostering an environment where they can be authentic and succeed collectively. Our commitment to diversity and inclusion, along with a performance-driven culture that emphasizes coaching, learning, and development, opens up endless possibilities.
  • An opportunity to be part of a progressive organization surrounded by a collaborative team of innovative thinkers.
  • A commitment to making a positive impact in our communities, both for our employees and clients.
  • An inclusive workplace that promotes creativity, curiosity, and celebrates achievements.
  • Access to learning and development through Scotia Academy, a virtual platform designed to enhance your skills both at work and from personal devices.

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