Global Wealth Management Associate Position

Advance your profession at Scotia Mc Leod  in Toronto as an Investment Associate, focusing on client engagement and business development. Contribute to a high-performing team with a customer-centric approach.

Your role will be instrumental in the success of Scotia Mc Leod , emphasizing individual contributions to team goals. With at least five years in the industry, utilize your extensive knowledge to enhance client interactions and identify strategies for increasing revenue. The position demands strong collaboration with Advisors to ensure client satisfaction and adherence to compliance standards.

Key Responsibilities:

• Foster a customer-oriented environment for clients

• Identify new business opportunities and revenue streams

• Create and present comprehensive financial plans

• Support Advisors in developing annual business strategies

• Mentor and guide junior team members on administrative processes

Requirements:

• 5 years of relevant industry experience

• Exceptional communication and organization skills

• Strong initiative and independence in client dealings

• In-depth understanding of compliance standards

• CIRO licensing and necessary qualifications

Bring your investment acumen to Scotia Mc Leod  and thrive within an inclusive work environment in Toronto.
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