ScotiaMcLeod Investment Associate English/Mandarin Speaking
Job in
Markham, Ontario, Canada
Listing for:
Scotiabank
Full Time
position
Listed on 2026-02-14
Job specializations:
-
Finance & Banking
Financial Analyst, Accounting & Finance, Financial Consultant, Wealth Management
Job Description & How to Apply Below
Position: ScotiaMcLeod Investment Associate English/Mandarin Speaking)
Requisition
Scotia Mc Leod , 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 Scotia Mc Leod , 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 byproviding 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 revenueUtilize your in-depth knowledge of products and services to identify new opportunities within the existing client baseWork with Advisor and Total Wealth Specialists to deepen client relationships through total wealth planningPrepare, analyze, and present reports and recommendations to clientsWork with the Advisor to develop and distribute client communication and marketing piecesAct as a leader to other associates on the team and within the branch by providing direction and coachingRegularly review practices to ensure administrative processes are streamlined and administrative tasks being completed and logged for tracking purposesDO YOU HAVE THE SKILLS
We would love to work with you if you have:
Experience in the securities industryApproval as a Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO)Excellent verbal and written communication skillsMeticulous attention to detail and excellent time management skillsExceptional client service skills, providing a professional and respectful experienceWHATS 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 bankingThe opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkersAn organization committed to making a difference in our communities– for you and our clientsAn inclusive working environment that encourages creativity, curiosity and celebrates successLearning 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 #LI-HA1
Position Requirements
10+ Years
work experience
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