Enhance client investment strategies as an IIA Investment Associate with ScotiaMcLeod in Global Wealth Management. This role focuses on client relationships, business development, and financial planning. With a requirement of five years of industry experience, this full-time position champions direct client engagement, aligning strategies with financial goals.

Responsibilities include generating revenue through current business opportunities, preparing financial plans, and supporting Advisors in marketing efforts. You will lead team functions and maintain compliance and operational effectiveness. Key Responsibilities:
Cultivate strong client relationships to enhance business growth
Identify recent revenue opportunities within existing client base




Prepare and present detailed financial plans and reports
Support Advisors in developing and executing marketing strategies
Coach and lead junior team members in best practices Requirements:
Minimum 5 years of relevant industry experience
Solid written and verbal communication skills
Ability to work independently and meet deadlines
In-depth knowledge of financial products and services
Relevant regulatory licensing and training completion Drive financial success through exceptional client engagement and strategic investment planning at ScotiaMcLeod.

📌 Investment Associate At Scotiamcleod Toronto
🏢 Scotiabank
📍 Toronto