Investment Associate

2 months ago

Edmonton, Alberta, Canada Scotiabank Full time

About ScotiaMcLeod

Scotiabank's ScotiaMcLeod is a leading business within Scotia Wealth Management, renowned for its commitment to integrity, service excellence, and trusted investment advice. Our advisors and teams take pride in exploring innovative approaches to protecting and growing clients' assets.

Our Approach

We empower our team members to deliver Enriched Thinking, a unique approach that incorporates clients' thinking, as well as our thinking, to drive results. We work with a team of specialists to deliver a client-centric approach to wealth management, enabling us to consider all facets of our clients' lives, families, and businesses.

Role Overview

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.

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 are being completed and logged for tracking purposes

Requirements

  • Experience in the securities industry
  • Registered Representative (RR) with CIRO or in the process of being registered
  • 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 We Offer

  • A collaborative team environment that encourages creativity, curiosity, and celebrates success
  • An inclusive working environment that fosters innovation and growth
  • Learning and Development opportunities through Scotia Academy, a virtual learning experience to upskill and develop your skills at work or from your personal device
  • A commitment to making a difference in our communities, for you and our clients

  • Investment Associate

    2 months ago

    Edmonton, Alberta, Canada Scotiabank Full time

    {"title": "Investment Associate Role Overview", "content": "At ScotiaMcLeod, we're committed to delivering exceptional client experiences and building long-term relationships. As an Investment Associate, you'll play a key role in helping our Wealth Advisors grow their client base and develop innovative solutions to meet their financial needs.Key...

  • Investment Associate

    1 month ago

    Edmonton, Alberta, Canada Scotiabank Full time

    About ScotiaMcLeodScotiaMcLeod is a cornerstone business within Scotia Wealth Management, renowned for its commitment to integrity, service excellence, and trusted investment advice. Our advisors and teams take pride in exploring innovative approaches to protecting and growing clients' assets.Role OverviewAs an Investment Associate, you will work closely...

  • Investment Associate

    1 month ago

    Edmonton, Alberta, Canada Scotiabank Full time

    About ScotiaMcLeodScotiaMcLeod is a cornerstone business within Scotia Wealth Management, renowned for its commitment to integrity, service excellence, and trusted investment advice. Our advisors and teams take pride in exploring innovative approaches to protecting and growing clients' assets.Role OverviewAs an Investment Associate, you will work closely...

  • Investment Associate

    2 weeks ago

    Edmonton, Alberta, Canada Scotiabank Full time

    About ScotiaMcLeodScotiaMcLeod is a cornerstone business within Scotia Wealth Management, renowned for its commitment to service excellence and trusted investment advice. Our advisors and teams take pride in exploring innovative approaches to protecting and growing clients' assets.Role OverviewAs an Investment Associate, you will work closely with a Wealth...

  • Associate Financial Advisor

    2 months ago

    Edmonton, Alberta, Canada Trusted Accounting & Tax Services Inc. Full time

    About the RoleWe are seeking a highly skilled Associate Financial Advisor to join our team at Trusted Accounting & Tax Services Inc. As a key member of our financial services team, you will be responsible for providing expert advice on trust account investments and helping clients achieve their financial goals.Key ResponsibilitiesInvestment Advisory: Advise...

  • Associate Financial Advisor

    2 months ago

    Edmonton, Alberta, Canada Trusted Accounting & Tax Services Inc. Full time

    About the RoleWe are seeking a highly skilled Associate Financial Advisor to join our team at Trusted Accounting & Tax Services Inc. As a key member of our financial services team, you will be responsible for providing expert advice on trust account investments and helping clients achieve their financial goals.Key ResponsibilitiesInvestment Advisory: Advise...

  • Associate Financial Advisor

    2 months ago

    Edmonton, Alberta, Canada Trusted Accounting & Tax Services Inc. Full time

    About the RoleWe are seeking a highly skilled Associate Financial Advisor to join our team at Trusted Accounting & Tax Services Inc. As a key member of our financial services team, you will be responsible for providing expert advice on trust account investments and helping clients achieve their financial goals.Key ResponsibilitiesInvestment Advisory: Advise...

  • Associate Financial Advisor

    2 months ago

    Edmonton, Alberta, Canada Trusted Accounting & Tax Services Inc. Full time

    About the RoleWe are seeking a highly skilled Associate Financial Advisor to join our team at Trusted Accounting & Tax Services Inc. As a key member of our financial services team, you will be responsible for providing expert advice on trust account investments and helping clients achieve their financial goals.Key ResponsibilitiesInvestment Advisory: Advise...

  • Investment Banking Associate

    4 weeks ago

    Edmonton, Alberta, Canada ComCap Holdings LLC Full time

    Investment Banking Analyst OpportunityWe are seeking a highly skilled Investment Banking Analyst to join our team at ComCap Holdings LLC. This is a remote position based in North America, and you will be working with internet, software, and disruptive consumer companies to execute mergers, acquisitions, and financing assignments.Key Responsibilities:Assist...

  • Investment Banking Associate

    4 weeks ago

    Edmonton, Alberta, Canada ComCap Holdings LLC Full time

    Investment Banking Analyst OpportunityWe are seeking a highly skilled Investment Banking Analyst to join our team at ComCap Holdings LLC. This is a remote position based in North America, and you will be working with internet, software, and disruptive consumer companies to execute mergers, acquisitions, and financing assignments.Key Responsibilities:Assist...

  • Associate - Investment and Wealth Management

    2 weeks ago

    Edmonton, Alberta, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?Royal Bank of Canada is a leading relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.The RBC Dominion...

  • Associate Financial Advisor

    2 months ago

    Edmonton, Alberta, Canada Trusted Accounting & Tax Services Inc. Full time

    About the RoleWe are seeking a highly skilled Associate Financial Advisor to join our team at Trusted Accounting & Tax Services Inc. As a key member of our financial services team, you will be responsible for providing expert advice on trust account investments and helping clients achieve their financial goals.Key ResponsibilitiesFinancial Planning: Develop...

  • Associate Financial Advisor

    2 months ago

    Edmonton, Alberta, Canada Trusted Accounting & Tax Services Inc. Full time

    About the RoleWe are seeking a highly skilled Associate Financial Advisor to join our team at Trusted Accounting & Tax Services Inc. As a key member of our financial services team, you will be responsible for providing expert advice on trust account investments and helping clients achieve their financial goals.Key ResponsibilitiesFinancial Planning: Develop...

  • Investment Banking Associate

    1 month ago

    Edmonton, Alberta, Canada ComCap Holdings LLC Full time

    Investment Banking Analyst OpportunityWe are seeking a highly skilled Investment Banking Analyst to join our team at ComCap Holdings LLC. This is a remote position based in North America, and you will be working with internet, software, and disruptive consumer companies to execute mergers, acquisitions, and financing assignments.Key Responsibilities:Assist...

  • Investment Banking Associate

    1 month ago

    Edmonton, Alberta, Canada ComCap Holdings LLC Full time

    Investment Banking Analyst OpportunityWe are seeking a highly skilled Investment Banking Analyst to join our team at ComCap Holdings LLC. This is a remote position based in North America, and you will be working with internet, software, and disruptive consumer companies to execute mergers, acquisitions, and financing assignments.Key Responsibilities:Assist...

  • Investment Portfolio Manager

    1 month ago

    Edmonton, Alberta, Canada Voyage Financial Services Inc. Full time

    {"h2": "Investment Consultant Role at Voyage Financial Services Inc. ", "ul": [{"li": "We are seeking a skilled Investment Consultant to join our team at Voyage Financial Services Inc. ", "li": "The successful candidate will have a Bachelor\u2019s degree and 1 year to less than 2 years of experience in the field. ", "li": "Key responsibilities include:...

  • Investment Portfolio Manager

    1 month ago

    Edmonton, Alberta, Canada Voyage Financial Services Inc. Full time

    {"h2": "Investment Consultant Role at Voyage Financial Services Inc. ", "ul": [{"li": "We are seeking a skilled Investment Consultant to join our team at Voyage Financial Services Inc. ", "li": "The successful candidate will have a Bachelor\u2019s degree and 1 year to less than 2 years of experience in the field. ", "li": "Key responsibilities include:...

  • Associate Financial Advisor

    2 months ago

    Edmonton, Alberta, Canada Trusted Accounting & Tax Services Inc. Full time

    About the RoleWe are seeking a highly skilled Associate Financial Advisor to join our team at Trusted Accounting & Tax Services Inc. As a key member of our financial services team, you will be responsible for providing expert advice on trust account investments and helping clients achieve their financial goals.Key ResponsibilitiesFinancial Planning and...

  • Associate Financial Advisor

    2 months ago

    Edmonton, Alberta, Canada Trusted Accounting & Tax Services Inc. Full time

    About the RoleWe are seeking a highly skilled Associate Financial Advisor to join our team at Trusted Accounting & Tax Services Inc. As a key member of our financial services team, you will be responsible for providing expert advice on trust account investments and helping clients achieve their financial goals.Key ResponsibilitiesFinancial Planning and...

  • Administrative Support Specialist

    4 weeks ago

    Edmonton, Alberta, Canada Gold Investment Management Ltd. Full time

    Client Experience AssociateWe are seeking a highly skilled and detail-oriented Client Experience Associate to join our administrative team at Gold Investment Management Ltd.Key Responsibilities:Assist in the creation, delivery, and processing of account documents and agreements.Maintain client contact, communication, and investment information through...