Investment Associate at ScotiaMcLeod

Contribute to wealth management as an Investment Associate with Scotia Mc Leod  in Toronto, Ontario. Collaborate with Wealth Advisors to enhance client relationships and drive business growth.

In this integral role, you will partner with Wealth Advisors to develop and manage their client portfolios effectively. Your expertise will be vital in identifying new business opportunities and deepening client connections through comprehensive wealth planning. Strong communication and detail-oriented skills are crucial for presenting personalized reports and recommendations to clients.

Key Responsibilities:

• Identify new business opportunities to grow assets

• Utilize in-depth product knowledge for client outreach

• Support Advisor and Specialists in client relationship building

• Prepare and present financial reports to clients

• Provide leadership and coaching to fellow associates

Requirements:

• Experience in securities industry required

• Registered Representative (RR) approval with CIRO

• Strong verbal and written communication skills

• Excellent attention to detail and time management

• Exceptional client service capabilities

Empower client growth with your investment expertise and contribute to Scotia Mc Leod 's legacy of excellence.
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