ScotiaMcLeod Investment Associate - North Toronto

Scotiabank; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading bank in the Americas is seeking an Investment Associate for its ScotiaMcLeod division in Toronto. The successful candidate will support wealth advisors in business development and client service, utilising their experience and communication skills to enhance client relationships and optimize the management of clients' assets.

Benefits

Diversity and inclusion initiatives

Learning and development opportunities

Collaborative work environment

Qualifications

• Experience in the securities industry is required.
• Registered Representative (RR) with CIRO is necessary.
• Wealth Management Essentials (WME) certification is required.

Responsibilities

• Identify new business opportunities to gather additional assets and/or increase revenue.
• Prepare, analyze, and present reports and recommendations to clients.
• Act as a leader to other associates on the team.

Skills

Client service skills

Communication skills

Attention to detail

Time management

Education

Registered Representative (RR) with CIRO

Wealth Management Essentials (WME)

Job description

ScotiaMcLeod Investment Associate - North Toronto

Join to apply for the ScotiaMcLeod Investment Associate - North Toronto role at Scotiabank

ScotiaMcLeod Investment Associate - North Toronto

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Join to apply for the ScotiaMcLeod Investment Associate - North Toronto role at Scotiabank

Requisition ID: 227980

As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.

When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.

BRIEF INTRODUCTION

As an Investment Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to business development and sales related activities.

IS THIS ROLE RIGHT FOR YOU

In The Role You Will

• Identify new business opportunities to gather additional assets and/or increase revenue
• Utilize your in-depth knowledge of products and services to identify new opportunities within the existing client base
• Work with Advisor and Total Wealth Specialists to deepen client relationships through total wealth planning
• Prepare, analyze, and present reports and recommendations to clients
• Work with the Advisor to develop and distribute client communication and marketing pieces
• Act as a leader to other associates on the team and within the branch by providing direction and coaching
• Regularly review practices to ensure administrative processes are streamlined and administrative tasks being completed and logged for tracking purposes
  
  

Do You Have The Skills

We would love to work with you if you have:

• Experience in the securities industry
• Registered Representative (RR) with CIRO
• Successfully completed the Wealth Management Essentials (WME)
• Excellent verbal and written communication skills
• Meticulous attention to detail and excellent time management skills
• Exceptional client service skills, providing a professional and respectful experience
  
  

What’s In It For You

• At ScotiaMcLeod we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At ScotiaMcLeod– you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers
• An organization committed to making a difference in our communities– for you and our clients
• An inclusive working environment that encourages creativity, curiosity and celebrates success
• Learning and Development – via Scotia Academy, a virtual learning experience to upskill and develop your skills at work or from your personal device.
  
  

#SWM

Location(s): Canada : Ontario : Toronto

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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