Elevate your career as an Investment Associate at ScotiaMcLeod in Waterloo, Ontario. Collaborate closely with a Wealth Advisor to develop business and enhance client relationships. In this pivotal role, you will work alongside a Wealth Advisor in building and managing their portfolio while delivering exceptional client service.

Your responsibilities will include identifying new business prospects, utilizing your product knowledge to enhance existing client relationships, and preparing insightful reports. You'll also aid in client communications and act as a mentor for fellow associates in a supportive, team-driven environment. Key Responsibilities:
Identify recent business opportunities for asset growth




Utilize in-depth product knowledge to deepen relationships
Prepare and present reports and recommendations
Collaborate in creating client communication materials
Mentor and guide other team associates Requirements:
Experience in the securities industry
Approval as a Registered Representative with CIRO
Robust communication and time management skills
Attention to detail in administrative processes
Exceptional client service orientation Drive meaningful change and support clients effectively in this key investment role at ScotiaMcLeod.

📌 Investment Associate At Scotiamcleod Waterloo London (Canada)
🏢 Scotiabank
📍 Canada