Investment Associate

Scotiabank; Toronto; On-site; CAD 100,000 - 125,000; Full time

Job summary

A leading financial institution in Toronto is seeking an Investment Associate to assist Wealth Advisors in managing client portfolios. The role involves identifying business opportunities and deepening client relationships through wealth planning. You'll prepare comprehensive reports, provide exceptional client service, and collaborate with specialists to optimize client experiences. Ideal candidates have experience in the securities industry, communication skills, and attention to detail. This position offers competitive compensation and a supportive work environment.

Benefits

Competitive Compensation and Benefits

Pension Plan

Employee Share Ownership Plan

Learning and Development opportunities

Qualifications

• Experience in the securities industry.
• Approval as a Registered Representative (RR) with CIRO.
• Excellent verbal and written communication skills.

Responsibilities

• Identify new business opportunities to gather assets.
• Utilize product knowledge to identify opportunities within clients.
• Prepare and present reports to clients.

Skills

Experience in the securities industry

Registered Representative (RR) approval

Excellent verbal and written communication skills

Meticulous attention to detail

Exceptional client service skills

Job description

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Requisition ID: 248393

ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full‑service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by understanding their complete financial picture—life, family, business, and future.

Our signature Enriched Thinking® approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions. You’ll be supported by an innovative, team‑based environment that values integrity, client focus, and continuous growth.

At ScotiaMcLeod, you’re not just building a career—you’re joining a firm where ideas spark, collaboration thrives, and you’re empowered to reach your full potential while making a real impact in your clients' lives.

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.

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

• 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

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 let us know. 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.

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