Investment Associate — Wealth Planning & Growth (Vancouver)

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

Job summary

A leading Canadian bank is seeking an Investment Associate in Vancouver to support a Wealth Advisor in managing client relationships and business development. Responsibilities include identifying new business opportunities, preparing reports, and mentoring associates. Applicants should have experience in the securities industry and be approved as a Registered Representative with CIRO. This role offers a competitive compensation package in a collaborative environment.

Benefits

Competitive Compensation and Benefits

Annual incentive plans

Pension Plan

Employee Share Ownership Plan

Employee banking rates

Learning and Development opportunities

Qualifications

• Experience in the securities industry.
• Approval as a Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO).
• Excellent verbal and written communication skills.
• Meticulous attention to detail and excellent time management skills.
• Exceptional client service skills.

Responsibilities

• Identify new business opportunities to gather additional assets and/or increase revenue.
• Utilize knowledge of products to identify new opportunities within the existing client base.
• Work with Advisor and Specialists to deepen client relationships.
• Prepare and present reports and recommendations to clients.
• Develop and distribute client communication and marketing pieces.
• Provide direction and coaching to other associates.
• Review practices to ensure administrative tasks are completed.

Skills

Experience in the securities industry

Approval as a Registered Representative (RR) with CIRO

Excellent verbal and written communication skills

Meticulous attention to detail

Exceptional client service skills

Job description

A leading Canadian bank is seeking an Investment Associate in Vancouver to support a Wealth Advisor in managing client relationships and business development. Responsibilities include identifying new business opportunities, preparing reports, and mentoring associates. Applicants should have experience in the securities industry and be approved as a Registered Representative with CIRO. This role offers a competitive compensation package in a collaborative environment.