FAQs
What is the role of an Investment Associate at ScotiaMcLeod?
The Investment Associate works closely with a Wealth Advisor to develop and manage their book of business, providing effective client service and contributing to business development and sales activities.
What are the primary responsibilities of an Investment Associate?
The primary responsibilities include identifying new business opportunities, utilizing knowledge of products and services to deepen client relationships, preparing and presenting reports, developing client communication materials, leading and coaching other associates, and ensuring administrative processes are efficient.
What qualifications are required for this position?
Candidates must have experience in the securities industry, be a Registered Representative (RR) with CIRO, have completed the Wealth Management Essentials (WME), possess excellent verbal and written communication skills, and have strong attention to detail and time management abilities.
What qualities does ScotiaMcLeod seek in an Investment Associate?
ScotiaMcLeod seeks individuals with exceptional client service skills, a professional demeanor, meticulous attention to detail, strong organizational capabilities, and effective communication skills.
What benefits can employees expect when working at ScotiaMcLeod?
Employees can expect a commitment to diversity and inclusion, a performance-oriented culture, opportunities for personal and professional growth, a collaborative work environment, and access to learning and development initiatives via Scotia Academy.
Where is this position located?
This position is located in Toronto, Ontario, Canada.
How does ScotiaMcLeod support employee development?
ScotiaMcLeod supports employee development through initiatives such as Scotia Academy, which provides a virtual learning experience to help employees upskill and advance their careers.
What is the application process for this position?
Candidates must apply directly online to be considered for the role. Only those selected for an interview will be contacted.
What is the corporate culture at ScotiaMcLeod?
ScotiaMcLeod fosters an inclusive working environment that encourages creativity, curiosity, and celebrates success, emphasizing collaboration and innovation among its team members.
Is accommodation available during the recruitment process?
Yes, ScotiaMcLeod is committed to creating an accessible environment and provides accommodations for candidates during the recruitment and selection process, upon request.
What is the purpose behind Scotiabank’s operations?
The purpose of Scotiabank is "for every future," helping customers, their families, and communities achieve success through a diverse range of financial services, including banking, wealth management, and investment banking.