ScotiaMcLeod Investment Associate - Toronto Plaza

Résumé du poste

The Investment Associate works with a Wealth Advisor to manage client portfolios and provide effective financial service. They are responsible for identifying new business opportunities and supporting the team with marketing and administrative tasks.

Détails du poste

Requisition ID: 264847 ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by understanding their complete financial picture—life, family, business, and future. Our signature Enriched Thinking® approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions. You’ll be supported by an innovative, team-based environment that values integrity, client focus, and continuous growth. At ScotiaMcLeod, you’re not just building a career—you’re joining a firm where ideas spark, collaboration thrives, and you’re empowered to reach your full potential while making a real impact in your clients' lives. BRIEF INTRODUCTION As an Investment Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to business development and sales related activities. IS THIS ROLE RIGHT FOR YOU In the role you will: 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 DO YOU HAVE THE SKILLS We would love to work with you if you have: Experience in the securities industry Approval as a Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO) 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 WHATS IN IT FOR YOU Competitive Compensation and Benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan and favourable employee rates for employee banking The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers An organization committed to making a difference in our communities– for you and our clients An inclusive working environment that encourages creativity, curiosity and celebrates success Learning and Development – via Scotia Academy, a virtual learning experience to upskill and develop your skills at work or from your personal device #SWM #LI-HA1 #LI-Onsite Location(s): Canada : Ontario : Toronto Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Ce que vous ferez

The Investment Associate works with a Wealth Advisor to manage client portfolios and provide effective financial service. They are responsible for identifying new business opportunities and supporting the team with marketing and administrative tasks.

Exigences

Candidates must have experience in the securities industry and hold approval as a Registered Representative with the Canadian Investment Regulatory Organization (CIRO). Strong communication, organizational, and client service skills are essential for this role.

Avantages

• Competitive compensation • Annual incentive plans • Time off entitlements • Pension plan • Employee share ownership plan • Favourable employee banking rates

Compétences indiquées

• Gestion du temps · Souhaitée
• Service à la clientèle · Souhaitée
• Leadership · Souhaitée
• Souci du détail · Souhaitée
• Vente · Souhaitée
• Communication · Souhaitée
• Reporting · Souhaitée
• Financial planning · Souhaitée
• Coaching · Souhaitée
• Business development · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Wealth management
• Client service
• Business development
• Sales
• Financial planning
• Investment analysis
• Reporting
• Communication
• Time management
• Attention to detail
• Leadership
• Coaching
• Administrative processes
• Securities industry knowledge
• Product Knowledge
• Private Banking
• Curiosity
• Administrative Functions
• Planning
• American Sign Language (ASL)
• Business Development
• Commercial Banking
• Management
• Investments
• Capital Markets
• Creativity
• Document Formatting
• Marketing
• Innovation
• Investment Banking
• Wealth Management
• Registered Representative (Securities)
• Time Management
• Virtual Learning Environments
• Securities (Finance)
• Detail Oriented

Domaines d’emploi

• Finance & Accounting
• Sales
• Customer Service & Support
• Management & Leadership
• Administrative
• Investment Associate
• Personal Financial Advisor (General)
• Financial and Investment Advisers
• Personal Financial Advisors