Investment Associate

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.