
Posted 4 days ago
Investment Associate
Scotiabank
Requirements
Experience in the securities industry, CIRO Registered Representative (RR) approval, Excellent verbal and written communication, Meticulous attention to detail, Exceptional client service skills
Skills
Business Development
About the role
Responsibilities
- Identify new business opportunities to gather additional assets and increase revenue
- Utilize in-depth knowledge of products and services to identify opportunities within the existing client base
- Work with Wealth Advisors and Total Wealth Specialists to deepen client relationships through total wealth planning
- Prepare, analyze, and present reports and recommendations to clients
- Assist in developing and distributing client communication and marketing materials
- Act as a leader to other associates on the team by providing direction and coaching
- Review and streamline administrative processes to ensure tasks are completed and logged for tracking
Requirements
- Experience in the securities industry
- CIRO Registered Representative (RR) approval
- Excellent verbal and written communication skills
- Meticulous attention to detail and strong time management skills
- Exceptional client service skills with a professional and respectful approach
Benefits
- Competitive compensation and benefits package including annual incentive plans
- Pension Plan and Employee Share Ownership Plan
- Favourable employee rates for employee banking
- Access to learning and development via Scotia Academy
- An inclusive working environment that celebrates success and encourages creativity
About the Company
Scotiabank is a leading bank in the Americas, guided by the purpose "for every future." ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is a full-service wealth management firm known for service excellence, trusted advice, and a collaborative culture.
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Scotiabank · Vancouver
