05 Sep
|
Scotia Wealth Management
|
British Columbia
05 Sep
Scotia Wealth Management
British Columbia
Join ScotiaMcLeod as an Investment Associate based in Vancouver. In this role, you will work closely with Wealth Advisors to enhance client service and develop current business opportunities.
This Investment Associate position requires a strong foundation in the securities industry and approval as a Registered Representative with CIRO. You will identify and leverage opportunities within existing client portfolios while preparing insightful communication and analysis. This collaborative environment fosters continuous growth and encourages client-focused strategies.
Key Responsibilities:
• Seek and develop new business opportunities for growth
• Analyze client portfolios to present actionable insights
• Work with Advisors to strengthen client relations
• Create marketing content for client communications
• Mentor other team associates on best practices
Requirements:
• Experience in the securities sector
• CIRO Registered Representative (RR) approval
• Excellent communication abilities, both written and verbal
• Strong attention to detail and time management skills
• Exceptional client service mindset
Be a part of ScotiaMcLeod’s mission to support clients’ financial aspirations in Vancouver.
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📌 Investment Associate Role in Vancouver (British Columbia)
🏢 Scotia Wealth Management
📍 British Columbia