Wealth Management Associate: Grow Assets & Relationships

Scotiabank; Lindsay; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Lindsay is looking for an Investment Associate to collaborate with Wealth Advisors in client management and business development. The role requires a strong background in the securities industry, excellent communication skills, and a commitment to exceptional client service. Candidates should be registered with CIRO and have completed Wealth Management Essentials. This position offers opportunities for personal and professional growth in a diverse environment.

Benefits

Opportunities for learning and development

Diversity and inclusion commitment

Collaborative work environment

Qualifications

• Experience in the securities industry is required.
• Must be a Registered Representative (RR) with CIRO.
• Strong communication skills are essential.

Responsibilities

• Identify new business opportunities to gather additional assets.
• Utilize in-depth product knowledge to increase revenue.
• Work with Advisors and Specialists to deepen client relationships.
• Prepare, analyze, and present reports to clients.

Skills

Experience in the securities industry

Excellent verbal and written communication skills

Meticulous attention to detail

Exceptional client service skills

Education

Registered Representative (RR) with CIRO

Completed the Wealth Management Essentials (WME)

Job description

A leading financial institution in Lindsay is looking for an Investment Associate to collaborate with Wealth Advisors in client management and business development. The role requires a strong background in the securities industry, excellent communication skills, and a commitment to exceptional client service. Candidates should be registered with CIRO and have completed Wealth Management Essentials. This position offers opportunities for personal and professional growth in a diverse environment.