As an Investment Associate with ScotiaBank’s Global Wealth Management, you will craft and implement investment strategies tailored to clients. This role advocates for a customer-focused culture.

The position requires five years of experience and a commitment to enhancing client relationships and operational excellence. Key tasks include developing tailored financial plans, fostering new business opportunities, and maintaining service excellence. This role also involves leading a team, ensuring compliance, and promoting an workplace of open communication and support.

Key Responsibilities:



• Engage clients to understand and meet their financial needs • Identify potential revenue streams through business growth • Prepare and present comprehensive investment proposals • Collaborate on annual business plans and marketing strategies • Coach team members to foster professional development

Requirements: • Minimum 5 years of industry experience required • Proven written and verbal communication skills • Strong organizational abilities and initiative • In-depth understanding of compliance regulations • Necessary education and licensing for Investment Representative

Drive growth and excellence in wealth management through innovative client strategies at ScotiaBank.

📌 Senior Investment Associate at ScotiaBank (Toronto)
🏢 Scotiabank
📍 Toronto