ScotiaMcLeod Investment Associate

6 months ago

Belleville, Canada Scotiabank Full time

 

Requisition ID: 199782

As 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 
  • 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’S IN IT FOR YOU

  • At ScotiaMcleod we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At ScotiaMcleod– you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here. 
  • 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. 

 

Location(s):  Canada : Ontario : Belleville 

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.

  • Scotiamcleod Investment Associate

    4 days ago

    Belleville, Canada Scotiabank Full time

    Requisition ID: 207699 As 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...

  • ScotiaMcLeod Investment Associate

    6 months ago

    Belleville, Canada Scotiabank Full time

    Requisition ID: 199782 As 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...

  • Investment Portfolio Manager

    1 week ago

    Belleville, Ontario, Canada Scotiabank Full time

    About ScotiaMcLeodAs 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 RoleAs an Investment Associate, you...

  • Investment Associate

    1 month ago

    Belleville, Ontario, Canada Scotiabank Full time

    About the RoleAs a key member of our ScotiaMcLeod team, you will play a vital role in delivering exceptional client service and contributing to business development and sales-related activities. You will work closely with a Wealth Advisor to develop and manage their book of business, providing effective client service and identifying new business...

  • Client Associate Cibc Wood Gundy

    3 weeks ago

    Belleville, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Retail Sales Associate Part Time

    2 weeks ago

    Belleville, Canada Moores Full time

    **Job Description**: **Retail Sales Associate** **We invest in our people and continuously work towards fostering an inspirational, inclusive, and innovative culture, so that every team member has a true sense of belonging. We help people confidently express their true selves so they can be their best.** **We Have Immediate Openings - Start Right Away!** -...

  • Retail Store Associates

    6 months ago

    Belleville, Canada Savers Full time

    Description Position at Value Village Job Title: Retail Store Associate Who we are: As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature. We supply our...

  • Retail Store Associates

    4 months ago

    Belleville, Canada Savers Value Village Full time

    Description Job Title: Retail Store AssociateWho we are: As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature. We supply our stores with gently-used,...

  • Retail Warehouse

    4 months ago

    Belleville, Canada Savers Value Village Full time

    Description Job Title: Retail Warehouse & Production AssociateWho we are: As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature. We supply our stores with...

  • Retail Warehouse

    6 months ago

    Belleville, Canada Savers Full time

    Description Position at Value Village Job Title: Retail Warehouse & Production Associate Who we are: As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second...

  • Sales Associate Full Time

    2 months ago

    Belleville, Canada Wow! Mobile Boutique Full time

    Overview: **_ Our team at WOW! mobile boutique_** **_is passionate about providing the best-in-class wireless retail experience_** - focusing on excellence in every aspect of our business. We focus on a **personalized** customer experience, providing solutions from Canada’s top wireless carriers, TELUS, Rogers, Koodo, Fido and Chatr. Our exceptional...

  • Personal Banking Associate

    2 months ago

    Belleville, Canada BMO Financial Group Full time

    192 - 198 Bell Blvd, Bldg G Belleville Ontario,K8P 5L8 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Customer Service Representative- Quinte Mall

    5 months ago

    Belleville, Canada Scotiabank Full time

    Requisition ID: 199831 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial...

  • Territory Sales Manager

    2 months ago

    Belleville, Canada Canadian Federation of Independent Business Full time

    We are looking for a Territory Sales Manager in Belleville, ON! Do you want to work for an organization that believes in people’s potential? If you are independent, self-starter, people-oriented, and a driven individual looking for your next big challenge, look no further. What will you do?As a CFIB Sales District Manager (Territory Sales Manager), you...

  • Veterinarian, DVM, Foster Park Animal Hospital

    6 months ago

    Belleville, Canada VCA Full time

    Veterinarian, DVM Location: Belleville, ON Flexible Schedules VCA Canada Foster Park Animal Hospital welcomes an experienced Veterinarian, DVM to join our team. As a successful candidate, you understand the importance of building relationships with our pet parents and our support team, to provide the best care possible. VCA Canada is...

  • Veterinarian, DVM, Foster Park Animal Hospital

    2 weeks ago

    Belleville, Canada VCA Full time

    Surgery Lead Veterinarian Location: Belleville, ON Flexible Schedules ​Foster Park Animal Hospital is seeking a skilled Veterinarian, DVM, to step into a lead surgery role. If you're ready to elevate your surgical expertise and mentor others while shaping the future of our practice, this is the role for you. Join us and take your surgical...

  • Veterinarian, DVM, Animal Care Specialist

    4 weeks ago

    Belleville, Ontario, Canada VCA Full time

    Veterinarian, DVMLocation: Belleville, ONFlexible SchedulesVCA Canada Foster Park Animal Hospital is seeking an experienced Veterinarian, DVM to join our team. As a successful candidate, you will understand the importance of building relationships with our pet parents and our support team, to provide the best care possible. VCA Canada is dedicated to your...

  • Veterinarian, DVM, Animal Care Specialist

    4 weeks ago

    Belleville, Ontario, Canada VCA Canada Full time

    Veterinarian, DVMLocation: Belleville, ONFlexible SchedulesVCA Canada Foster Park Animal Hospital is seeking an experienced Veterinarian, DVM to join our team. As a successful candidate, you understand the importance of building relationships with our pet parents and our support team, to provide the best care possible. VCA Canada is dedicated to your...

  • Veterinarian, DVM, Foster Park Animal Hospital

    4 weeks ago

    Belleville, Ontario, Canada VCA Full time

    Veterinary Care SpecialistLocation: Belleville, ONFlexible SchedulesVCA Canada Foster Park Animal Hospital is seeking an experienced Veterinary Care Specialist to join our team. As a successful candidate, you understand the importance of building relationships with our pet parents and our support team, to provide the best care possible. VCA Canada is...

  • Veterinarian and Animal Care Specialist

    2 weeks ago

    Belleville, Ontario, Canada VCA Canada Full time

    Role SummaryVCA Canada Foster Park Animal Hospital is seeking an experienced Veterinarian, DVM to join our team.About the RoleAs a successful candidate, you will understand the importance of building relationships with pet parents and our support team to provide exceptional care.VCA Canada is dedicated to your continuous learning and offers extensive...