ScotiaMcLeod Investment Associate - Toronto

Scotia Wealth Management; Toronto; On-site; CAD 85,000 - 110,000; Full time

Benefits offered by this job

Competitive compensation

Pension Plan

Employee Share Ownership Plan

Employee banking rates

Scotia Academy learning

Job summary

Scotiabank in Toronto is seeking an Investment Associate to support a Wealth Advisor by developing and managing a client book and delivering top-tier service.

You will identify new business opportunities, prepare and present analyses, and collaborate with Total Wealth Specialists to deepen client relationships. Strong client focus and CIRO RR approval are essential.

Qualifications

• Experience in the securities industry.
• Approval as a Registered Representative (RR) with the CIRO.
• 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.

Responsibilities

• 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.

Skills

Securities experience

CIRO RR approval

Communication skills

Detail oriented

Time management

Client service

Job description

Requisition ID: 277993

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

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
• 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, providing a professional and respectful experience

Whats In It For You

• Competitive Compensation and Benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan and favourable employee rates for employee banking
• 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.