Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Requisition ID: 269754BRIEF INTRODUCTIONAs an Investment Associate you will work closely with a Wealth Advisor in the development and management of their book of business byproviding effective client service and contributing to business development and sales related activities.IN THE ROLE YOU WILL:Identify new business opportunities to gather additional assets and/or increase revenueUtilize your in-depth knowledge of products and services to identify new opportunities within the existing client baseWork with Advisor and Total Wealth Specialists to deepen client relationships through total wealth planningPrepare, analyze, and present reports and recommendations to clientsWork with the Advisor to develop and distribute client communication and marketing piecesAct as a leader to other associates on the team and within the branch by providing direction and coachingRegularly review practices to ensure administrative processes are streamlined and administrative tasks being completed and logged for tracking purposesDO YOU HAVE THE SKILLSWe would love to work with you if you have:Experience in the securities industryApproval as a Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO)Excellent verbal and written communication skillsMeticulous attention to detail and excellent time management skillsExceptional client service skills, providing a professional and respectful experienceWHATS IN IT FOR YOUCompetitive Compensation and Benefits package including annual incentive plans, time off entitlements, Pension Plan,



Employee Share Ownership Plan and favourable employee rates for employee bankingThe opportunity to join a forward-thinking organization where you are surrounded by a cooperative team of innovative thinkersAn organization committed to making a difference in our communities– for you and our clientsAn inclusive working environment that encourages creativity, curiosity and celebrates successLearning and Development – via Scotia Academy, a virtual learning experience to upskill and develop your skills at work or from your personal deviceLocation(s): Canada : Ontario : KanataScotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and our communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please note that we do not provide assistance through external services.Job Segment: Investment, Law, Business Development, Investment Banking, Technical Support, Finance, Legal, Sales, Technology#J-18808-Ljbffr

📌 Scotiamcleod Investment Associate (Boucherville)
🏢 Scotia McLeod
📍 Boucherville