Investment Associate

2 days ago


Toronto, Ontario, Canada Scotiabank Full time
{"title": "Investment Associate Role", "description": "

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

Requirements:

  • 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 We Offer:

  • A dynamic and supportive work environment, with opportunities for growth and development
  • A comprehensive benefits package, including competitive compensation and rewards
  • Access to cutting-edge technology and tools, to help you succeed in your role
  • A commitment to diversity and inclusion, with a focus on creating a workplace that values and celebrates individual differences
", "lang_code": "en"}

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