Join ScotiaMcLeod as an IIA Investment Associate focusing on Global Wealth Management. Elevate client satisfaction through tailored investment strategies and relationship building.

This key role requires five years of industry experience and emphasizes client-focused service and business development. Responsibilities include generating targeted revenue, coordinating financial recommendations, and executing business plans alongside Advisors. You will also enhance team efficiency and ensure compliance with regulations while promoting a high-performance culture.

Key Responsibilities:



• Foster a customer-centric workplace for team and clients • Generate new business opportunities for revenue growth • Analyze and present financial strategies and reports • Assist in marketing initiatives and client communications • Lead and mentor team assistants for optimally functioning operations

Requirements: • At least 5 years of experience in the finance sector • Excellent communication and organizational capabilities • Compliance knowledge for industry standards • Competence in working independently and handling deadlines • Education and licensing as required for investment representation

Become part of a diverse and inclusive team at ScotiaMcLeod, contributing to effective wealth management. #J-18808-Ljbffr

📌 IIA Investment Associate in Wealth Management (Toronto)
🏢 Scotiabank
📍 Toronto