Investment Associate Role in Vancouver (Winnipeg)

Investment Associate Role in Vancouver (Winnipeg)

06 Sep
|
Scotia Wealth Management
|
Winnipeg

06 Sep

Scotia Wealth Management

Winnipeg

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 new 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 team-oriented 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. #J-18808-Ljbffr

📌 Investment Associate Role in Vancouver (Winnipeg)
🏢 Scotia Wealth Management
📍 Winnipeg

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