Investment Portfolio Manager

1 week ago


Belleville, Ontario, Canada Scotiabank Full time
About ScotiaMcLeod

As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has established a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams take pride in exploring innovative approaches to protecting and growing their clients' assets.

About the Role

As an Investment Associate, you will 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. Your primary responsibility will be to identify new business opportunities, gather additional assets, and increase revenue. You will also work with Advisors and Total Wealth Specialists to deepen client relationships through total wealth planning, prepare and analyze reports, and present recommendations to clients.

Key Responsibilities:
  • Identify new business opportunities to gather additional assets and/or increase revenue
  • Work with Advisor and Total Wealth Specialists to deepen client relationships through total wealth planning
  • Prepare, analyze, and present reports and recommendations to clients
About the Ideal Candidate

We are seeking an experienced individual with a strong background in the securities industry. The ideal candidate will have:

  • Experience as a 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
What We Offer

At ScotiaMcleod, we offer a competitive salary range of $60,000 - $80,000 per year, depending on experience. We are committed to diversity and inclusion and offer a performance-oriented culture that includes coaching, learning, and development opportunities. We also provide a comprehensive benefits package, including health and dental insurance, retirement savings plan, and paid time off.



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