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.
What You Will Do
- 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
Qualifications
- Experience in the securities industry
- Approval as a Registered Representative (RR)
with the Canadian Investment Regulatory Organization (CIRO)
- CIM, CFA or PMP considered a strong asset
- 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
- Fluency in Mandarin/Cantonese required
Benefits
- 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 chance 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