Take the next step in your career with Scotia Bank as an Investment Associate, where you will support Wealth Advisors in managing client portfolios and enhancing business development strategies. This role requires robust client service skills and in-depth industry knowledge.
As an Investment Associate, your role will include identifying potential business opportunities, managing client communications, and building robust relationships with clients. Your expertise will be crucial in total wealth planning and delivering comprehensive reports and recommendations. In addition, you will lead and mentor fellow associates, ensuring efficient branch operations.
Key Responsibilities:
• Identify new asset gathering opportunities
• Leverage product knowledge for client engagement




• Prepare and present insightful client reports
• Develop marketing communications with Advisors
• Support and coach team associates for growth
Requirements:
• Experience in the securities sector
• Approved Registered Representative (RR) status
• CIM, CFA, or PMP considered advantageous
• Excellent detail management and communication skills
• Fluent in Mandarin or Cantonese
Bring your investment acumen and client service expertise to Scotia Bank and excel in wealth management.
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📌 Wealth Management Investment Associate (Markham)
🏢 Scotiabank
📍 Markham