Investment Associate
3 days ago
At ScotiaMcLeod, we're committed to delivering exceptional client service and innovative investment solutions. As an Investment Associate, you'll play a key role in helping our Wealth Advisors build and manage their client relationships.
Key Responsibilities:
- Identify new business opportunities to grow our client base and increase revenue
- Develop and implement effective client service strategies to deepen relationships and drive business growth
- Collaborate with Wealth Advisors and Total Wealth Specialists to deliver comprehensive wealth management solutions
- Prepare and present reports and recommendations to clients, showcasing our expertise and value proposition
- Act as a leader and mentor to other associates, providing guidance and coaching to ensure seamless client service
What We're Looking For:
- Experience in the securities industry, with a strong understanding of investment products and services
- Registered Representative (RR) with CIRO, with a proven track record of success
- Excellent verbal and written communication skills, with the ability to build strong relationships with clients and colleagues
- Meticulous attention to detail and exceptional time management skills, with the ability to prioritize tasks and meet deadlines
What's in It for You:
- A dynamic and supportive work environment, with opportunities for growth and development
- A competitive compensation package, with benefits and perks that reflect our commitment to your well-being
- The chance to make a real difference in the lives of our clients, and to be part of a team that's dedicated to excellence and innovation
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