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Investment Associate
1 month ago
Scotiabank is seeking a highly motivated and detail-oriented Investment Associate to join our team. As an Investment Associate, you will work closely with our advisors to develop and manage their book of business, providing exceptional client service and contributing to business development and sales-related activities.
Key Responsibilities- Generate sales or revenue by identifying new business opportunities, utilizing in-depth knowledge of products and services, and ensuring suitability of client recommendations.
- Ensure a high level of client service by preparing and presenting reports, developing financial plans, and working with advisors to develop and distribute client communication and marketing pieces.
- Coordinate and execute business development by assisting advisors in development and presentation of annual business plans, managing marketing programs, and prospecting and following up on leads.
- 5 years of industry experience
- Excellent written and verbal communication skills
- Strong organizational skills
- Ability to take initiative and work independently
- Understanding of industry compliance regulations
As a Scotiabank employee, you will have access to a range of benefits, including competitive compensation, comprehensive training and development programs, and opportunities for career advancement. We are committed to creating a diverse and inclusive work environment that values and respects the contributions of all employees.
Scotiabank is an equal opportunity employer and welcomes applications from all interested parties. We thank you for your interest and look forward to reviewing your application.
