Investment Associate
Job Description & How to Apply Below
Elevate your career as an Investment Associate at Scotiabank in Toronto, Ontario. Collaborate with a Wealth Advisor to enhance client service and drive business development efforts.
In this role, you will closely work alongside a Wealth Advisor, identifying new business opportunities and leveraging your industry knowledge to boost revenue. You will prepare impactful reports and facilitate communication with clients, while also mentoring junior associates. Your attention to detail and communication skills will shine through as you help streamline administrative processes in the branch.
Key Responsibilities:
• Identify and pursue new business opportunities
• Utilize product knowledge to serve existing clients
• Collaborate with Wealth Specialists for total resource planning
• Prepare and present comprehensive client reports
• Mentor and guide other associates in the team
Requirements:
• Experience in the securities industry
• Registered Representative approval with CIRO
• Strong verbal and written communication skills
• Excellent attention to detail and time management
• High standard of client service and professionalism
Become a vital part of Scotiabank's wealth management team and enhance client relationships.
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Position Requirements
10+ Years
work experience
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