Client Investment Specialist

4 weeks ago

Edmonton, Alberta, Canada Scotiabank Full time

Position Overview

As a key player within Scotia Wealth Management, ScotiaMcLeod is renowned for its commitment to integrity, exceptional service, and reliable investment guidance. Our teams are dedicated to innovative strategies aimed at safeguarding and enhancing our clients' financial assets.

Joining ScotiaMcLeod means you will be empowered to implement Enriched Thinking, a distinctive methodology that integrates both your insights and those of our clients to achieve optimal outcomes. Collaborating with a team of experts, you will adopt a client-focused strategy in wealth management, considering every aspect of your clients' lives, families, and enterprises. With an emphasis on comprehensive wealth planning and access to specialists, you will help clients appreciate not only the broader picture but also the finer details.

Key Responsibilities

In the role of Investment Associate, you will partner closely with a Wealth Advisor to cultivate and oversee their portfolio by delivering outstanding client service and supporting business growth initiatives. Your responsibilities will include:

  • Identifying new business prospects to enhance asset accumulation and revenue generation.
  • Leveraging your extensive knowledge of financial 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 comprehensive reports and recommendations to clients.
  • Assisting the Advisor in creating and disseminating client communications and marketing materials.
  • Providing leadership and mentorship to fellow associates within the team and branch.
  • Regularly evaluating practices to ensure that administrative processes are efficient and that tasks are properly documented for tracking purposes.

Required Qualifications

We invite you to consider this opportunity if you possess:

  • Experience in the financial services sector.
  • Registration as a Registered Representative (RR) with CIRO or in the process of obtaining registration.
  • 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 are committed to helping our employees shape their futures in an environment where they can thrive together. Our dedication to diversity and inclusion, coupled with a performance-driven culture that emphasizes coaching, learning, and development, offers limitless opportunities.
  • You will have the chance to be part of a progressive organization surrounded by a collaborative team of forward-thinking professionals.
  • We are devoted to making a positive impact in our communities for both our employees and clients.
  • Enjoy an inclusive workplace that fosters creativity, curiosity, and celebrates achievements.
  • Access to continuous learning and development opportunities through Scotia Academy, a virtual platform designed to enhance your skills at work or from your personal device.

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