ScotiaMcLeod Investment Associate

 Requisition ID: 238701As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod 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. When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too. BRIEF INTRODUCTION   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.      IS THIS ROLE RIGHT FOR YOU  In the role you will:  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   Regularly review practices to ensure administrative processes are streamlined and administrative tasks being completed and logged for tracking purposes    DO YOU HAVE THE SKILLS  We would love to work with you if you have:  Experience in the securities industry  Approval as a Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO)  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    WHATS IN IT FOR YOU  Competitive Compensation and Benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan and favourable employee rates for employee banking  The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers   An organization committed to making a difference in our communities– for you and our clients  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   #SWM #LI-Onsite Location(s):  Canada : Ontario : St. Catharines Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.  At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.