Investment Associate
4 weeks ago
ScotiaMcLeod 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 Advisor to develop and manage their book of business. Your key responsibilities will include:
- Identifying new business opportunities to gather additional assets and/or increase revenue
- Utilizing your in-depth knowledge of products and services to identify new opportunities within the existing client base
- Collaborating with Advisor and Total Wealth Specialists to deepen client relationships through total wealth planning
- Preparing, analyzing, and presenting reports and recommendations to clients
- Working with the Advisor to develop and distribute client communication and marketing pieces
- Providing leadership to other associates on the team and within the branch by offering direction and coaching
- Regularly reviewing practices to ensure administrative processes are streamlined and administrative tasks are completed and logged for tracking purposes
We are seeking a candidate with:
- Experience in the securities industry
- Registered Representative (RR) with CIRO or in the process of being registered
- Successful completion of the Wealth Management Essentials (WME) program
- 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
At ScotiaMcLeod, we offer a dynamic work environment that fosters creativity, curiosity, and celebrates success. You will have the opportunity to:
- Make a meaningful impact on the futures of our 25 million customers
- Join a forward-thinking organization surrounded by a collaborative team of innovative thinkers
- Be part of an organization committed to making a difference in our communities
- Enjoy an inclusive working environment that encourages growth and development
- Access learning and development opportunities through Scotia Academy
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