Investment Associate

3 days ago

Toronto, Ontario, Canada Scotiabank Full time

About ScotiaMcLeod

Scotiabank's ScotiaMcLeod is a leading business within Scotia Wealth Management, renowned for its commitment to integrity and service excellence. Our team of advisors and specialists pride themselves on delivering innovative approaches to protecting and growing clients' assets.

Our Approach

We empower our Investment Associates to deliver Enriched Thinking, a unique approach that incorporates clients' thinking and our expertise to drive results. Our team works collaboratively to deliver a client-centric approach to wealth management, considering all aspects of clients' lives, families, and businesses.

Job Summary

As an Investment Associate, you will work closely with a Wealth Advisor to develop and manage their book of business. Your key responsibilities will include:

  • Identifying new business opportunities to gather additional assets and/or increase revenue
  • Utilizing your in-depth knowledge of products and services to identify new opportunities within the existing client base
  • Working with Advisors and Total Wealth Specialists to deepen client relationships through total wealth planning
  • Preparing, analyzing, and presenting reports and recommendations to clients
  • Working with the Advisor to develop and distribute client communication and marketing pieces
  • Leading and coaching other associates on the team and within the branch
  • Regularly reviewing practices to ensure administrative processes are streamlined and administrative tasks are completed and logged for tracking purposes

Requirements

We are seeking a highly skilled and experienced Investment Associate with:

  • 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 We Offer

At ScotiaMcLeod, we offer a dynamic and inclusive work environment that encourages creativity, curiosity, and celebrates success. Our employees have access to:

  • A collaborative team of innovative thinkers
  • An organization committed to making a difference in our communities
  • An inclusive working environment that fosters growth and development
  • Learning and Development opportunities through Scotia Academy

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