Requisition ID: 259348 Scotia

McLeod, 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, were committed to helping clients grow and protect their wealth by understanding their complete financial picturelife, family, business, and future.

Our signature Enriched Thinking approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions.

Youll be supported by an innovative, team-based environment that values integrity, client focus, and continuous growth.

At Scotia

McLeod, youre not just building a careeryoure joining a firm where ideas spark, collaboration thrives, and youre empowered to reach your full potential while making a real impact in your clients'' lives.

As an Investment Associate you willwork closely with a Wealth Advisor in the development and management of their book of business byproviding effective client service and contributing to business development and sales related activities. IS THIS ROLE RIGHT FOR YOU In the role you will: Identifynew business opportunities to gatheradditionalassets and/or increase revenue Utilize your in-depth knowledge of products and services toidentifynew 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

Planand favourableemployee rates for employee banking The prospect 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 In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere. #SWM

📌 ScotiaMcLeod Investment Associate - Montreal, QC
🏢 Scotiabank
📍 Montreal