Investment Opportunities Specialist
2 weeks ago
About ScotiaMcLeod
Scotiabank is a leading financial institution with a reputation for integrity and service excellence. Our wealth management business, ScotiaMcLeod, has earned a strong reputation for trusted investment advice and innovative approaches to protecting and growing clients' assets.
Job Summary:
We are seeking an Investment Opportunities Specialist to work closely with our Wealth Advisors in the development and management of their book of business. This role involves providing effective client service, contributing to business development and sales related activities, and identifying new opportunities to gather additional assets and/or increase revenue.
Key Responsibilities:
- Utilize in-depth knowledge of products and services to identify new opportunities within the existing client base
- Work with Advisors and Total Wealth Specialists to deepen client relationships through total wealth planning
- Prepare, analyze, and present reports and recommendations to clients
- 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 being completed and logged for tracking purposes
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 competitive salary of $60,000 - $80,000 per year, depending on experience
- The opportunity to join a forward-thinking organization where you are surrounded by 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
- Location(s): Canada : Ontario : Toronto
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