Wealth Strategy & Investment Associate

Scotiabank; St. Catharines; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial institution in St. Catharines is seeking an Investment Associate to work closely with a Wealth Advisor, providing client service and contributing to business development. The ideal candidate has experience in the securities industry, is a Registered Representative, and possesses excellent communication skills. This role offers opportunities for professional growth in a collaborative environment.

Benefits

Diversity and inclusion initiatives

Learning and development opportunities via Scotia Academy

Collaborative team environment

Qualifications

• Experience in the securities industry.
• Registered Representative (RR) with CIRO required.
• Successfully completed the Wealth Management Essentials (WME).
• Excellent verbal and written communication skills.
• Meticulous attention to detail and excellent time management skills.
• Exceptional client service skills.

Responsibilities

• Identify new business opportunities to gather additional assets and/or increase revenue.
• Utilize knowledge of products to identify new opportunities within the existing client base.
• Work with Advisor and Total Wealth Specialists to deepen client relationships.
• Prepare and present reports and recommendations to clients.
• Work with Advisor to develop client communication and marketing pieces.
• Act as a leader to other associates by providing direction and coaching.
• Review practices to ensure streamlined administrative processes.

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 St. Catharines is seeking an Investment Associate to work closely with a Wealth Advisor, providing client service and contributing to business development. The ideal candidate has experience in the securities industry, is a Registered Representative, and possesses excellent communication skills. This role offers opportunities for professional growth in a collaborative environment.