Wealth Management Associate: Grow Client Assets & Advisory

Scotiabank; Ottawa; On-site; CAD 55,000 - 75,000; Full time

Job summary

A leading financial institution in Canada is seeking an Investment Associate to support Wealth Advisors in managing client portfolios. The ideal candidate will possess experience in the securities industry, excellent communication skills, and a focus on client service. Responsibilities include identifying business opportunities, preparing reports, and enhancing client relationships through comprehensive wealth planning. This position offers a collaborative environment with opportunities for personal and professional growth.

Benefits

Learning and development opportunities

Inclusive working environment

Commitment to diversity and inclusion

Qualifications

• Experience working closely with Wealth Advisors.
• Ability to identify new business opportunities.
• Strong analytical and presentation skills.

Responsibilities

• Identify new business opportunities to gather assets.
• Deepen client relationships through total wealth planning.
• Prepare and present reports and recommendations to clients.

Skills

Experience in the securities industry

Registered Representative (RR) with CIRO

Excellent verbal and written communication skills

Meticulous attention to detail

Exceptional client service skills

Education

Wealth Management Essentials (WME)

Job description

A leading financial institution in Canada is seeking an Investment Associate to support Wealth Advisors in managing client portfolios. The ideal candidate will possess experience in the securities industry, excellent communication skills, and a focus on client service. Responsibilities include identifying business opportunities, preparing reports, and enhancing client relationships through comprehensive wealth planning. This position offers a collaborative environment with opportunities for personal and professional growth.