Shape client success as an Investment Associate at ScotiaMcLeod in North York. Collaborate with Wealth Advisors, manage client portfolios, and develop new business within a supportive environment.

In this role, work closely with a Wealth Advisor to enhance their business management and client service. Key responsibilities include identifying new business opportunities, leveraging your product knowledge, and forming solid client relationships through comprehensive wealth planning. You will also prepare and present client reports while mentoring fellow associates to streamline processes.

Key Responsibilities:
• Identify new business opportunities to increase revenue
• Analyze and present client reports and recommendations




• Deepen client relationships through total wealth planning
• Assist in developing client communication materials
• Mentor and provide direction to team associates

Requirements:
• Experience in the securities industry
• Registered Representative (RR) approval with CIRO
• Excellent communication skills, both written and verbal
• Strong attention to detail and time management
• Outstanding client service capabilities

Elevate your career at ScotiaMcLeod by leveraging your investment skills and client service expertise.
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📌 Investment Associate at ScotiaMcLeod (Ontario)
🏢 Scotiabank
📍 Ontario