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ScotiaMcLeod Investment Associate - Toronto Plaza

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  • Job
    Full-time
    Junior Level
  • Banking & Finance
  • Toronto

Requirements

  • Experience in the securities industry
  • Already Registered Representative (RR) with CIRO is 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, providing a professional and respectful experience

Responsibilities

  • Identify new business opportunities to gather additional assets and/or increase revenue
  • Utilize your in-depth knowledge of products and services to identify new opportunities within the existing client base
  • Work with Advisor and Total Wealth Specialists to deepen client relationships through total wealth planning
  • Prepare, analyze, and present reports and recommendations to clients
  • Work with the Advisor to develop and distribute client communication and marketing pieces
  • Act as a leader to other associates on the team and within the branch by providing direction and coaching
  • Regularly review practices to ensure administrative processes are streamlined and administrative tasks being completed and logged for tracking purposes

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.

Finance
Industry
10,001+
Employees

Mission & Purpose

Welcome to Scotiabank. We serve thousands of customers, families, and communities across the globe, helping them achieve success through advice, products, and services. Follow for news, insights, thought leadership and more.

Culture & Values

  • Respect

    Everyone is always treated with dignity; diverse backgrounds and experiences are what make us better as a whole.

  • Integrity

    Acting honorably comes first – earning the trust of our customers (and each other) is what matters most.

  • Passion

    We’re enthusiastic about what we do, and want you to feel the same way. Imagine coming in to work, and actually feeling excited to learn!

  • Accountability

    We commit, we take action, and most importantly, we take responsibility for those actions. It’s just the right thing to do.