Elevate your career as an Investment Associate with ScotiaMcLeod in Kanata, Ontario. This role involves working alongside a Wealth Advisor to enhance client relationships and drive business development.

As an Investment Associate, you will collaborate closely with Wealth Advisors, contributing significantly to client service and business growth. Key responsibilities include identifying new opportunities and deepening client relationships through total wealth planning. Offer your expertise in product analysis to prepare impactful presentations and client communications.

Key Responsibilities:
• Identify new business opportunities to increase client assets
• Analyze and present financial reports to clients




• Support Wealth Advisors in client communication strategies
• Mentor and lead other associates in the branch
• Streamline administrative processes to improve efficiency

Requirements:
• Experience in the securities industry
• CIRO Registered Representative (RR) approval required
• Exceptional verbal and written communication skills
• Solid attention to detail and time management
• Proven client service excellence

Join ScotiaMcLeod to develop your skills while providing impactful client service and fostering business growth.
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📌 Investment Associate at ScotiaMcLeod (Quebec City)
🏢 Scotiabank
📍 Quebec City