Investment Associate
5 days ago
We are seeking a highly motivated and experienced Investment Associate to join our team at ScotiaMcleod. As a key member of our wealth management team, you will be responsible for providing exceptional client service and contributing to business development and sales-related activities.
Key Responsibilities- Identify new business opportunities to gather additional assets and/or increase revenue
- Utilize your in-depth knowledge of products and services to identify new opportunities within the existing client base
- Work with Advisor and Total Wealth Specialists to deepen client relationships through total wealth planning
- Prepare, analyze, and present reports and recommendations to clients
- Work with the Advisor to develop and distribute client communication and marketing pieces
- Act as a leader to other associates on the team and within the branch by providing direction and coaching
- Regularly review practices to ensure administrative processes are streamlined and administrative tasks are being completed and logged for tracking purposes
- Experience in the securities industry
- Registered Representative (RR) with CIRO
- Successfully completed the Wealth Management Essentials (WME)
- 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
- A collaborative team environment that fosters innovation and creativity
- A comprehensive training program to help you develop your skills and advance your career
- A competitive compensation and benefits package
- The opportunity to work with a leading financial institution and make a meaningful impact on our clients' lives
At ScotiaMcleod, we are committed to creating a diverse and inclusive workplace that reflects the communities we serve. We welcome applications from qualified candidates who share our values and are passionate about delivering exceptional client service.
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Investment Solutions Associate
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Investment Solutions Associate
5 days ago
Vancouver, British Columbia, Canada CC&L Investment Management Full timeAbout the RoleWe are seeking a highly organized and proactive individual to join our team as an Investment Solutions Associate. As a key member of our client solutions team, you will be responsible for delivering exceptional service to our clients and contributing to the growth and success of our business.Key ResponsibilitiesProject Management: You will be...
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Investment Associate
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Investment Associate
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Vancouver, British Columbia, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and experienced Investment Associate to join our team at ScotiaMcLeod. As a cornerstone business within Scotia Wealth Management, we have earned a reputation for integrity based on service excellence and trusted investment advice.As an Investment Associate, you will work closely with a Wealth Advisor in the...
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Vancouver, British Columbia, Canada Royal Bank of Canada Full time{"h2": "Investment Advisor Associate Role Overview", "p": "At Royal Bank of Canada, we are seeking a highly motivated and detail-oriented Investment Advisor Associate to join our team. As an Investment Advisor Associate, you will play a key role in providing exceptional client service and support to our Investment Advisors. Your primary responsibilities will...
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Investment Advisor Associate
5 days ago
Vancouver, British Columbia, Canada Royal Bank of Canada Full time{"h2": "Investment Advisor Associate Role Overview", "p": "At Royal Bank of Canada, we are seeking a highly motivated and detail-oriented Investment Advisor Associate to join our team. As an Investment Advisor Associate, you will play a key role in providing exceptional client service and support to our Investment Advisors. Your primary responsibilities will...
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Investment Advisor Associate
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Vancouver, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryOur Vancouver, BC branch is seeking an experienced Associate Investment Advisor to join a successful Advisory Team. As an Associate Investment Advisor, you will play a key role in deepening client relationships by providing sound advice and support to clients and the Investment Advisor. Identifying and assisting growth of new business...
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Investment Banking Associate
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Investment Associate
3 days ago
Vancouver, British Columbia, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and experienced Investment Associate to join our team at ScotiaMcleod. As a key member of our wealth management team, you will be responsible for providing exceptional client service and contributing to business development and sales-related activities.Key ResponsibilitiesIdentify new business opportunities to...
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Investment Advisor Associate
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Investment Advisor Associate
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Vancouver, British Columbia, Canada RBC Full timeJob SummaryRBC Dominion Securities is seeking a highly skilled Associate Investment Advisor to join a successful Advisory Team in Vancouver, BC.Key ResponsibilitiesProvide exceptional client service with a focus on problem resolution and attention to detail.Identify and execute opportunities among existing clients for asset consolidation, referrals, and...
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Vancouver, British Columbia, Canada AGENTIS CAPITAL Full timeAbout Agentis Capital: Agentis serves as a trusted advisor on both sell-side and buy-side engagements across a diverse range of global transactions, including renewable energy, digital infrastructure, transportation, and public-private partnerships. Our Clientele: We partner with prominent infrastructure funds, pension funds, contractors, and governmental...
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Investment Associate
1 week ago
Vancouver, British Columbia, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and experienced Investment Associate to join our ScotiaMcLeod team. As an Investment Associate, you will play a key role in supporting our Wealth Advisors in the development and management of their book of business.Key ResponsibilitiesIdentify new business opportunities to gather additional assets and/or...
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Investment Associate
1 week ago
Vancouver, British Columbia, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and experienced Investment Associate to join our ScotiaMcLeod team. As an Investment Associate, you will play a key role in supporting our Wealth Advisors in the development and management of their book of business.Key ResponsibilitiesIdentify new business opportunities to gather additional assets and/or...