Investment Associate at ScotiaMcLeod

1 month ago

Langley, Canada Scotiabank Full time

Requisition ID: 205172

ScotiaMcLeod, a key division of Scotia Wealth Management, is recognized for its commitment to integrity and exceptional service in investment advisory. Our teams focus on innovative strategies to safeguard and enhance client assets.

As part of ScotiaMcLeod, you will have the opportunity 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 businesses. With an emphasis on comprehensive wealth planning and support from wealth specialists, you will empower clients to appreciate not only the broader perspective but also the finer details.

POSITION OVERVIEW

As an Investment Associate, your role will involve close collaboration with a Wealth Advisor to develop and manage their portfolio by delivering exceptional client service and contributing to business growth and sales initiatives.

KEY RESPONSIBILITIES

In this role, you will:

Discover new business prospects to attract additional assets and enhance revenue Leverage your extensive knowledge of products and services to uncover new opportunities within the current client base Collaborate with Advisors and Total Wealth Specialists to strengthen client relationships through holistic wealth planning Prepare, analyze, and present insightful reports and recommendations to clients Assist the Advisor in creating and disseminating client communications and marketing materials Provide leadership to fellow associates within the team and branch by offering guidance and mentorship Regularly assess procedures to ensure administrative processes are efficient and that tasks are completed and documented for tracking purposes

REQUIRED QUALIFICATIONS

We are eager to connect with candidates who possess:

Experience in the investment sector Registered Representative (RR) with CIRO Successful 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 WORKING WITH US

At ScotiaMcLeod, we support our employees in shaping their futures – where they can express themselves and thrive collectively. Our commitment to diversity and inclusion, along with a performance-driven culture that emphasizes coaching, learning, and development, opens up endless possibilities. At ScotiaMcLeod, you can make a significant impact. You play a role in shaping the futures of our 25 million clients. Your future begins here.

The chance to be part of a progressive organization surrounded by a collaborative team of innovative thinkers A commitment to making a positive difference in our communities – for you and our clients An inclusive workplace that fosters creativity, curiosity, and celebrates achievements Opportunities for Learning and Development through Scotia Academy, a virtual platform designed to enhance your skills both at work and from your personal device.

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