Wealth Investment Associate: Grow Client Assets

Scotiabank; St. Catharines; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution is seeking an Investment Associate in St. Catharines to support Wealth Advisors. The role involves identifying new business opportunities, nurturing client relationships, and providing comprehensive service. Ideal candidates will have experience in the securities industry and strong communication skills. Join a forward-thinking organization with competitive compensation and benefits, aiming to create a collaborative and inclusive environment.

Benefits

Competitive Compensation

Pension Plan

Employee Share Ownership Plan

Employee banking rates

Learning and Development opportunities

Qualifications

• Experience in investment services with a client-focused approach.
• Ability to present reports and recommendations effectively.

Responsibilities

• Identify new business opportunities to increase assets.
• Work with Advisors to deepen client relationships.
• Prepare and present analytical reports.

Skills

Experience in the securities industry

Excellent verbal and written communication skills

Attention to detail

Time management skills

Exceptional client service skills

Education

Approval as a Registered Representative (RR) with CIRO

Job description

A leading financial institution is seeking an Investment Associate in St. Catharines to support Wealth Advisors. The role involves identifying new business opportunities, nurturing client relationships, and providing comprehensive service. Ideal candidates will have experience in the securities industry and strong communication skills. Join a forward-thinking organization with competitive compensation and benefits, aiming to create a collaborative and inclusive environment.