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Job Description & How to Apply Below
Join Scotia Bank as an Investment Associate, where you will provide vital support to Wealth Advisors and play a direct role in client service and sales growth. This position is perfect for those who excel in relationship management and strategic planning. In the Investment Associate role, you will identify key business opportunities to expand your clients’ assets while enhancing existing relationships.
Your fluency in Mandarin or Cantonese will assist you in delivering exceptional service to a diverse clientele. Collaborating with advisors and specialists, you will analyze and present impactful reports to clients, ensuring their investment needs are met.
- Identify opportunities for increased revenue
- Use industry knowledge to deepen client relations
- Prepare and analyze client presentations
- Assist in crafting marketing communication materials
- Lead and coach associates for optimal performance
- Background in the securities industry
- CIRO Registered Representative certification
- CIM, CFA or PMP designation is an asset
- Robust communication and detail-oriented skills
- Fluency in Mandarin or Cantonese
Utilize your talents in client service and wealth management at Scotia Bank.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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