Investment Associate at ScotiaMcLeod

Enhance client investment strategies as an IIA Investment Associate with Scotia Mc Leod  in Global Wealth Management. This role focuses on client relationships, business development, and financial planning.

With a requirement of five years of industry experience, this full-time position champions direct client engagement, aligning strategies with financial goals. Responsibilities include generating revenue through new business opportunities, preparing financial plans, and supporting Advisors in marketing efforts. You will lead team functions and maintain compliance and operational effectiveness.

Key Responsibilities:

• Cultivate strong client relationships to enhance business growth

• Identify new revenue opportunities within existing client base

• Prepare and present detailed financial plans and reports

• Support Advisors in developing and executing marketing strategies

• Coach and lead junior team members in best practices

Requirements:

• Minimum 5 years of relevant industry experience

• Strong written and verbal communication skills

• Ability to work independently and meet deadlines

• In-depth knowledge of financial products and services

• Relevant regulatory licensing and training completion

Drive financial success through exceptional client engagement and strategic investment planning at Scotia Mc Leod .
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