Shape the future with ScotiaMcLeod as an Investment Associate in Kanata, Ontario. Collaborate with Wealth Advisors to manage client accounts and grow investment portfolios.

In this role, you will leverage your financial knowledge to identify opportunities within existing client bases while assisting in client relationship management. You'll prepare comprehensive reports, contribute to business development, and lead associates to streamline team performance. This position is ideal for those passionate about wealth management and client engagement.

Key Responsibilities:



• Develop business strategies to gather additional assets • Prepare and analyze client reports for insights • Create marketing materials in conjunction with Advisors • Provide leadership and direction to junior associates • Ensure administrative tasks are tracked and completed

Requirements: • Prior experience in the securities field • Must hold CIRO Registered Representative (RR) status • Strong communication skills, both verbal and written • Excellent time management and detail-oriented traits • Commitment to delivering outstanding client experiences

Become part of a team-oriented team dedicated to client success at ScotiaMcLeod. #J-18808-Ljbffr

📌 Wealth Management Investment Associate (Montreal)
🏢 Scotiabank
📍 Montreal