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Investment Services Representative

2 months ago

Victoria, British Columbia, Canada Scotiabank Full time

About ScotiaMcLeod

Scotiabank's 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.

Our Approach

We empower our team members to deliver Enriched Thinking, a unique approach that incorporates clients' thinking, as well as our thinking, to drive results. We work with a team of specialists to deliver a client-centric approach to wealth management, enabling our team members to consider all facets of clients' lives, families, and businesses.

Role Overview

As a Senior Associate, you will work within a large Wealth Management group. In conjunction with the lead Portfolio Manager and other team members, you will work 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

  • Prepare, analyze, and present reports and recommendations to clients.
  • Develop and distribute client communication and marketing pieces.
  • Review practices to ensure administrative processes are streamlined and administrative tasks are completed and logged for tracking purposes.
  • Understand client investment objectives and risk tolerance in relation to Portfolio Manager's model portfolios.
  • Build effective working relationships across the team and with various business lines within Scotiabank.
  • Identify new business opportunities to gather additional assets and/or increase revenue.
  • Utilize your in-depth knowledge of investments and services to identify new opportunities within the existing client base.

Requirements

  • Experience in the securities industry.
  • Completed Canadian Securities Course (CSC), Conduct Practices Handbook (CPH), and the Wealth Management Essentials (WME) course.
  • Registered as a Registered Representative (RR) with CIRO.
  • Excellent verbal and written communication skills.
  • Meticulous attention to detail and excellent time management skills.
  • Exceptional client service skills.
  • Proficient in Microsoft Office Suite with advanced Excel skills.

What We Offer

  • Opportunity for advancement within the team.
  • Participation in mentorship program to further develop client relationship and marketing skills.
  • The opportunity to join one of the fastest-growing investment teams within Scotia Wealth Management.
  • Highly competitive compensation that includes potential for annual performance bonuses.
  • 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.