Investment Associate - Wealth Advisory Support

Scotiabank; Montreal; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Montreal is seeking an Investment Associate to support advisors in managing their client portfolios. The role entails client service, business development, and sales activities. Candidates should have a strong background in financial products and excellent communication skills. A minimum of 5 years of industry experience and relevant certifications are required for this position. This opportunity offers a dynamic work environment with growth potential.

Qualifications

• 5 years of industry experience.
• Understanding of industry compliance regulations.
• Ability to take direction from advisor(s) on client trading activity.

Responsibilities

• Identify new business opportunities to gather additional assets.
• Present reports and recommendations to clients.
• Assist in the preparation and presentation of annual business plan.

Skills

Excellent written and verbal communication skills

Strong organizational skills

Ability to take initiative and work independently

In‑depth product knowledge

Education

Canadian Securities Course (CSC)

Registered Representative (RR) Training

Wealth Management Essentials (WME)

Job description

A leading financial institution in Montreal is seeking an Investment Associate to support advisors in managing their client portfolios. The role entails client service, business development, and sales activities. Candidates should have a strong background in financial products and excellent communication skills. A minimum of 5 years of industry experience and relevant certifications are required for this position. This opportunity offers a dynamic work environment with growth potential.