Wealth Investment Associate — Growth, Planning & Advisory

Scotia Wealth Management; Vancouver; On-site; CAD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive Compensation and Benefits

Annual incentive plans

Pension Plan

Employee Share Ownership Plan

Favourable employee rates for banking

Learning and development opportunities

Job summary

A leading wealth management firm is seeking an Investment Associate in Vancouver, BC. The role focuses on client service, identifying new business opportunities, and collaborating with a Wealth Advisor to deepen client relationships. Candidates should have experience in the securities industry and approval as a Registered Representative (RR) with CIRO. Join a supportive and innovative team that values integrity and a commitment to client success.

Qualifications

• Experience in the securities industry is required.
• Must be approved as a Registered Representative (RR) with CIRO.
• Strong communication skills, both verbal and written, are essential.
• Attention to detail and time management skills are a must.
• Capability to provide excellent client service.

Responsibilities

• Identify new business opportunities to gather additional assets.
• Utilize product knowledge to identify opportunities within existing clients.
• Deepen client relationships through total wealth planning.
• Prepare and present reports and recommendations to clients.
• Develop and distribute client communication and marketing materials.
• Provide direction and coaching to other associates.
• Review administrative processes for efficiency.

Skills

Experience in the securities industry

Approval as a Registered Representative (RR) with CIRO

Excellent verbal communication skills

Excellent written communication skills

Meticulous attention to detail

Excellent time management skills

Exceptional client service skills

Job description

A leading wealth management firm is seeking an Investment Associate in Vancouver, BC. The role focuses on client service, identifying new business opportunities, and collaborating with a Wealth Advisor to deepen client relationships. Candidates should have experience in the securities industry and approval as a Registered Representative (RR) with CIRO. Join a supportive and innovative team that values integrity and a commitment to client success.