ScotiaMcLeod Investment Associate

2 days ago

Langley, British Columbia, Canada Scotia Wealth Management Full time

Requisition ID: 247587

ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we're committed to helping clients grow and protect their wealth by understanding their complete financial picture—life, family, business, and future.

Our signature
Enriched Thinking
approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions. You'll be supported by an innovative, team-based environment that values integrity, client focus, and continuous growth.

At ScotiaMcLeod, you're not just building a career—you're joining a firm where ideas spark, collaboration thrives, and you're empowered to reach your full potential while making a real impact in your clients' lives.

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

Location(s): Canada : British Columbia : Langley

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.

  • Sales Associate, Full Time

    2 weeks ago

    Langley, British Columbia, Canada The Dufresne Group Full time

    The Dufresne Group is the largest licensee of Ashley in Canada, with locations from B.C. to Ontario. Our teams are committed to supporting our guests in finding the perfect home furnishings to help make their space a home.If you are guest-centric, goal-oriented and want to Make Life Better for our guests and our communities, then we want you on the Ashley...

  • Registered Veterinary Technologist

    1 week ago

    Langley, British Columbia, Canada VetCare Canada Full time $26 - $33

    All About Pets Animal Hospital is an extremely welcoming, small animal clinic.  We are situated in the downtown core of Langley, BC (about 15 minutes off of Highway 1) and are close to many great areas of food, shopping, parks and walking trails too We strive to provide a calm and comfortable environment for all, with very engaged staff, and a loyal client...

  • Environmental Field Scientist/Engineer

    1 week ago

    Langley, British Columbia, Canada Parsons Corporation Full time

    In a world of possibilities, pursue one with endless opportunities. Imagine NextAt Parsons, you can imagine a career where you thrive, work with exceptional people, and be yourself. Guided by our leadership vision of valuing people, embracing agility, and fostering growth, we cultivate an innovative culture that empowers you to achieve your full potential....

  • Field Technician

    1 week ago

    Langley, British Columbia, Canada Parsons Corporation Full time

    In a world of possibilities, pursue one with endless opportunities. Imagine NextAt Parsons, you can imagine a career where you thrive, work with exceptional people, and be yourself. Guided by our leadership vision of valuing people, embracing agility, and fostering growth, we cultivate an innovative culture that empowers you to achieve your full potential....

  • Field Technician

    1 week ago

    Langley, British Columbia, Canada Parsons Corporation Full time $20 - $37

    In a world of possibilities, pursue one with endless opportunities. Imagine NextAt Parsons, you can imagine a career where you thrive, work with exceptional people, and be yourself. Guided by our leadership vision of valuing people, embracing agility, and fostering growth, we cultivate an innovative culture that empowers you to achieve your full potential....

  • Environmental Field Scientist/Engineer

    1 week ago

    Langley, British Columbia, Canada Parsons Corporation Full time $23 - $42

    In a world of possibilities, pursue one with endless opportunities. Imagine NextAt Parsons, you can imagine a career where you thrive, work with exceptional people, and be yourself. Guided by our leadership vision of valuing people, embracing agility, and fostering growth, we cultivate an innovative culture that empowers you to achieve your full potential....

  • ScotiaMcLeod Investment Associate

    3 days ago

    Langley, Canada Scotiabank Full time

    Requisition ID: 247587 ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by understanding their complete financial...

  • ScotiaMcLeod Investment Associate

    2 days ago

    Langley, BC, Canada Scotiabank Full time

    Requisition ID: 247587ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we're committed to helping clients grow and protect their wealth by understanding their complete financial picture—life,...

  • ScotiaMcLeod Investment Associate

    3 days ago

    Langley, Canada Scotiabank Full time

     Requisition ID: 247587ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by understanding their complete financial...

  • Wealth Management

    6 days ago

    Langley, Canada Scotiabank Full time

    Requisition ID: 224774 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Term: September - December 2025 Work Hours/Week: 37.5 Application Deadline: 05/23/2025 There's no better way to kickstart your career than to do a co-op or internship with ScotiaMcLeod! As a cornerstone business with Scotia Wealth...

  • Associate Investment Counsellor

    1 week ago

    Langley, Canada Royal Bank of Canada Full time

    Job Description What is the opportunity?A member of RBC Phillips, Hager & North Investment Counsel, the Associate Investment Counsellor (AIC) works with experienced Investment Counsellors (IC) to construct customized investment strategies for high-net-worth (HNW) individuals, trusts, and charitable foundations. The AIC is responsible for assisting ICs in...

  • Associate Investment Counsellor

    2 weeks ago

    Langley, Canada Royal Bank of Canada> Full time

    Job DescriptionWhat is the opportunity?A member of RBC Phillips, Hager & North Investment Counsel, the Associate Investment Counsellor (AIC) works with experienced Investment Counsellors (IC) to construct customized investment strategies for high-net-worth (HNW) individuals, trusts, and charitable foundations. The AIC is responsible for assisting ICs in...

  • Associate Investment Counsellor

    5 days ago

    LANGLEY, Canada Royal Bank of Canada Full time

    Job Description What is the opportunity? A member of RBC Phillips, Hager & North Investment Counsel, the Associate Investment Counsellor (AIC) works with experienced Investment Counsellors (IC) to construct customized investment strategies for high-net-worth (HNW) individuals, trusts, and charitable foundations. The AIC is responsible for assisting ICs...

  • Associate Investment Counsellor

    2 weeks ago

    Langley, Canada RBC Full time $62,000 - $110,000

    Job DescriptionWhat is the opportunity? A member of RBC Phillips, Hager & North Investment Counsel, the Associate Investment Counsellor (AIC) works with experienced Investment Counsellors (IC) to construct customized investment strategies for high-net-worth (HNW) individuals, trusts, and charitable foundations. The AIC is responsible for assisting ICs in...

  • Associate Investment Counsellor

    1 week ago

    Township of Langley, Canada RBC Full time

    Job DescriptionWhat is the opportunity?A member of RBC Phillips, Hager & North Investment Counsel, the Associate Investment Counsellor (AIC) works with experienced Investment Counsellors (IC) to construct customized investment strategies for high-net-worth (HNW) individuals, trusts, and charitable foundations.The AIC is responsible for assisting ICs in...

  • Associate Investment Counsellor

    2 weeks ago

    Langley, British Columbia, Canada RBC Full time

    Job DescriptionWhat is the opportunity?A member of RBC Phillips, Hager & North Investment Counsel, the Associate Investment Counsellor (AIC) works with experienced Investment Counsellors (IC) to construct customized investment strategies for high-net-worth (HNW) individuals, trusts, and charitable foundations.The AIC is responsible for assisting ICs in...