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Investment Associate
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Langley, Canada Scotiabank Full time{"title": "Investment Associate Role", "description": "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 develop and manage their client relationships, providing expert advice and guidance to help our clients...
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Investment Associate
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Langley, Canada Scotiabank Full time{"title": "Investment Associate Role", "description": "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 develop and manage their client relationships, providing expert advice and guidance to help our clients...
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Investment Associate
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Langley, Canada Scotiabank Full time{"title": "Investment Associate Role", "description": "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 develop and manage their client relationships, providing expert advice and guidance to help our clients...
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Investment Associate
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Langley, Canada Scotiabank Full time{"title": "Investment Associate Role", "description": "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 develop and manage their client relationships, providing expert advice and guidance to help our clients...
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Investment Associate
4 weeks ago
Langley, Canada Scotiabank Full time{"title": "Investment Associate Role", "description": "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 develop and manage their client relationships, providing expert advice and guidance to help our clients...
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Investment Associate
1 month ago
Langley, Canada Scotiabank Full time{"title": "Investment Associate Role", "description": "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 develop and manage their client relationships, providing expert advice and guidance to help our clients...
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Investment Associate
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Langley, Canada Scotiabank Full timeAt ScotiaMcLeod, we're seeking a talented Investment Associate to join our team of innovative thinkers. As a cornerstone business within Scotia Wealth Management, we've earned a reputation for integrity based on service excellence and trusted investment advice.About the RoleAs an Investment Associate, you'll work closely with a Wealth Advisor in the...
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Investment Associate
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Langley, Canada Scotiabank Full timeAt ScotiaMcLeod, we're seeking a talented Investment Associate to join our team. As a cornerstone business within Scotia Wealth Management, we've earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients'...
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Investment Associate
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Langley, Canada Scotiabank Full timeAbout 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...
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Investment Associate
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Langley, Canada Scotiabank Full timeAbout 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...
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Investment Associate
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Langley, Canada Scotiabank Full timeAt ScotiaMcleod, we're seeking a talented Investment Associate to join our team of innovative thinkers. As a cornerstone business within Scotia Wealth Management, we've earned a reputation for integrity based on service excellence and trusted investment advice.Key Responsibilities:Work closely with a Wealth Advisor to develop and manage their book of...
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Investment Associate
3 weeks ago
Langley, Canada Scotiabank Full timeAbout 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...
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Investment Associate
3 weeks ago
Langley, Canada Scotiabank Full timeAbout 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...
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Investment Associate
4 weeks ago
Langley, Canada Scotiabank Full timeAbout ScotiaMcLeodScotiabank is a leading financial institution with a reputation for integrity and service excellence. Our ScotiaMcLeod business is a cornerstone of our wealth management division, providing trusted investment advice and innovative approaches to protecting and growing clients' assets.Role OverviewAs an Investment Associate, you will work...
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Investment Associate
4 weeks ago
Langley, Canada Scotiabank Full timeAbout ScotiaMcLeodScotiabank is a leading financial institution with a reputation for integrity and service excellence. Our ScotiaMcLeod business is a cornerstone of our wealth management division, providing trusted investment advice and innovative approaches to protecting and growing clients' assets.Role OverviewAs an Investment Associate, you will work...
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Investment Associate
4 weeks ago
Langley, Canada Scotiabank Full timeAbout 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...
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Investment Associate
4 weeks ago
Langley, Canada Scotiabank Full timeAbout 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...
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Investment Associate
3 weeks ago
Langley, Canada Scotiabank Full timeAbout 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...
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Investment Associate
3 weeks ago
Langley, Canada Scotiabank Full timeAbout 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...
-
Investment Associate
2 months ago
Langley, Canada Scotiabank Full timeAbout 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.Our ApproachWe empower our Investment Associates to deliver Enriched Thinking,...
Investment Associate
2 months ago
We are seeking a highly motivated and experienced Investment Associate to join our ScotiaMcLeod team in Langley, BC. As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice.
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 financial products and services to identify new opportunities within the existing client base
- Work with Advisor and Total Wealth Specialists to deepen client relationships through comprehensive 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 financial services 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:
- The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers
- An organization committed to making a difference in our communities– for you and our clients
- An inclusive working environment that encourages creativity, curiosity and celebrates success
- Learning and Development – via Scotia Academy, a virtual learning experience to upskill and develop your skills at work or from your personal device
At ScotiaBank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone.