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Client Portfolio Specialist

3 months ago

Whitby, Canada Scotiabank Full time

About ScotiaMcLeod:

ScotiaMcLeod operates as a distinguished entity within Scotia Wealth Management, recognized for its commitment to delivering outstanding service and reliable investment guidance. Our team is dedicated to employing innovative approaches to protect and grow client assets, embodying Enriched Thinking to achieve optimal outcomes. By working closely with wealth specialists, you will provide a comprehensive wealth management strategy that takes into account all facets of clients' financial lives, allowing them to understand their complete financial landscape.

Position: Investment Associate

Role Overview:

In the capacity of an Investment Associate, you will assist a Wealth Advisor in overseeing their client portfolio and fostering business expansion. Your duties will encompass recognizing new business prospects, enhancing client relationships through strategic wealth planning, compiling reports and recommendations, and offering leadership within the team. A background in the securities sector is essential, along with a Registered Representative certification, and you should demonstrate excellent communication and time management abilities.

What We Offer:

  • Opportunity to join a progressive organization with a collaborative culture
  • Dedication to positively influencing communities
  • Inclusive and innovative workplace environment
  • Professional development opportunities through Scotia Academy