ScotiaMcLeod Investment Associate

Found in: Talent CA C2 - 1 week ago

Ottawa, Canada Scotiabank Full time

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 

 
WHATS 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 

  • Scotiamcleod Investment Associate

    2 days ago

    Ottawa, Canada Scotiabank Full time

    Requisition ID: 194642 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 Administrative Associate

    4 days ago

    Ottawa, Canada Scotiabank Full time

    Requisition ID: 177496 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...

  • Scotia Itrade, Investment Associate, Bilingual

    4 days ago

    Ottawa, Canada Scotiabank Full time

    Requisition ID: 142490 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...

  • Scotia Itrade Investment Representative, Cantonese

    4 days ago

    Ottawa, Canada Scotiabank Full time

    Requisition ID: 135909 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...

  • Scotia Itrade Investment Representative, Bilingual

    4 days ago

    Ottawa, Canada Scotiabank Full time

    Requisition ID: 135909 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...

  • Scotia Itrade Investment Representative, Bilingual

    4 days ago

    Ottawa, Canada Scotiabank Full time

    Requisition ID: 135911 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...

  • Associate, Investment Strategy

    Found in: beBee jobs CA - 20 hours ago

    Ottawa, Ontario, Canada Equality Fund Full time

    Salary: $87, ,000Position: Associate, Investment StrategyStatus: Full-time, IndefiniteReports to: Vice President, Investment StrategyLanguage(s): EnglishLocation: Remote, within CanadaSalary range: $87, ,000Deadline for Applications: 28 April 2024, 11:59pm EDTABOUT THE EQUALITY FUNDThe Equality Fund is transforming the way that resources—and power—flow...

  • Associate

    22 hours ago

    Ottawa, Canada AGF Management Limited Full time

    About Doherty & Associates: - Doherty & Associates, a subsidiary of AGF Investments, is a private investment counsel firm that builds custom portfolios tailored for private clients as well as foundations and institutions. Doherty works with individual clients in all aspects of their finances, building a plan that will help them achieve their unique goals....

  • Vice President, Community Investment, Policy and

    2 days ago

    Ottawa, Canada CIRA Full time

    The Canadian Internet Registration Authority (CIRA) is a not-for-profit, member-based organization, best known for managing the.CA internet domain on behalf of all Canadians. Its conception began well before the internet became prominent in Canada when a small group of partners foresaw an essential need for domain names with an address unique to...

  • Associate Advisor

    Found in: beBee S CA - 1 week ago

    Ottawa, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    ASSOCIATE ADVISORDesjardins Financial Security Independent Network Desjardins Financial Security Independent Network (DFSIN) is currently recruiting a permanent, full-time Associate Advisor to join our successful, innovative, and growing firm. If you are passionate about helping people reach their goals, enjoy a team environment and are looking for a...

  • Associate Advisor

    Found in: Talent CA C2 - 1 week ago

    Ottawa, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    ASSOCIATE ADVISOR Desjardins Financial Security Independent Network  Desjardins Financial Security Independent Network (DFSIN) is currently recruiting a permanent, full-time Associate Advisor to join our successful, innovative, and growing firm. If you are passionate about helping people reach their goals, enjoy a team environment and are looking for a...

  • Associate

    7 days ago

    Ottawa, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Associate

    4 days ago

    Ottawa, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management. The RBC Dominion Securities branch located in Ottawa,...

  • Associate

    22 hours ago

    Ottawa, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management. The RBC Dominion Securities branch located in Ottawa,...

  • Financial Associate CIBC Wood Gundy

    7 days ago

    Ottawa, Canada Canadian Imperial Bank of Commerce Full time

    Financial Associate CIBC Wood Gundy page is loaded Financial Associate CIBC Wood Gundy Apply locations Ottawa, ON Toronto, ON time type Full time posted on Posted Yesterday job requisition id 2315801 We’re building a relationship-oriented bank for the modern world. We need...

  • Financial Associate CIBC Wood Gundy

    6 days ago

    Ottawa, Canada Canadian Imperial Bank of Commerce Full time

    Financial Associate CIBC Wood Gundy page is loaded Financial Associate CIBC Wood Gundy Apply locations Ottawa, ON Toronto, ON time type Full time posted on Posted Yesterday job requisition id 2315801 We’re building a relationship-oriented bank for the modern world. We need...

  • Financial Associate CIBC Wood Gundy

    7 days ago

    Ottawa, Canada Canadian Imperial Bank of Commerce Full time

    Financial Associate CIBC Wood Gundy page is loaded Financial Associate CIBC Wood Gundy Apply locations Ottawa, ON Toronto, ON time type Full time posted on Posted Yesterday job requisition id 2315801 We’re building a relationship-oriented bank for the modern world. We need...

  • Wealth Management – Associate Portfolio Manager

    2 weeks ago

    Ottawa, Canada Stonewood Group Inc. Full time

    Client is a boutique wealth management organization that provides high net worth individuals investment planning and services to meet their individual investment goals.The Company is an independent wealth management firm that is an approved agent of Canaccord Genuity Wealth Management.The organization is made up of a team of highly specialized professionals...

  • Wealth Management – Associate Portfolio Manager

    1 week ago

    Ottawa, Canada Stonewood Group Inc. Full time

    Client is a boutique wealth management organization that provides high net worth individuals investment planning and services to meet their individual investment goals.The Company is an independent wealth management firm that is an approved agent of Canaccord Genuity Wealth Management.The organization is made up of a team of highly specialized professionals...

  • Wealth Management – Associate Portfolio Manager

    7 days ago

    Ottawa, Canada Stonewood Group Inc. Full time

    Client is a boutique wealth management organization that provides high net worth individuals investment planning and services to meet their individual investment goals.The Company is an independent wealth management firm that is an approved agent of Canaccord Genuity Wealth Management.The organization is made up of a team of highly specialized professionals...