Investment Associate at ScotiaMcLeod (Winnipeg)

Investment Associate at ScotiaMcLeod (Winnipeg)

03 Sep
|
Scotia Wealth Management
|
Winnipeg

03 Sep

Scotia Wealth Management

Winnipeg

Advance your career with ScotiaMcLeod as an Investment Associate in Vancouver, British Columbia. Work alongside Wealth Advisors to deliver exceptional client service and nurture business growth.

As an Investment Associate, you'll focus on identifying new business opportunities and improving client relationships through comprehensive wealth planning. Your role will involve preparing detailed reports and communications while leading efforts within the team. Excellent communication and analytical skills are crucial for success in this collaborative environment.

Key Responsibilities: • Identify and pursue additional asset opportunities • Leverage knowledge of services to enhance client value • Conduct thorough analyses and present findings to clients • Collaborate on marketing communication strategies • Provide direction and support to fellow associates

Requirements: • Securities industry experience required • CIRO Registered Representative (RR) designation • Robust written and verbal communication skills • Attention to detail and effective time management • Proven client service expertise

Join ScotiaMcLeod to make an impact on clients' financial futures from Vancouver. #J-18808-Ljbffr

📌 Investment Associate at ScotiaMcLeod (Winnipeg)
🏢 Scotia Wealth Management
📍 Winnipeg

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