Investment Associate

3 weeks ago

Toronto, Ontario, Canada Scotiabank Full time

As a key member of ScotiaMcLeod, you will be part of a team that has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.

Key Responsibilities

  • Work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to business development and sales related activities.
  • 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.

Requirements

  • 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.

What We Offer

  • A collaborative team of innovative thinkers.
  • An inclusive working environment that encourages creativity, curiosity, and celebrates success.
  • Learning and Development – via Scotia Academy, a virtual learning experience to upskill and develop your skills at work or from your personal device.

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