Shape client success as an Investment Associate at ScotiaMcLeod in North York. Collaborate with Wealth Advisors, manage client portfolios, and develop current 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
Solid attention to detail and time management
Outstanding client service capabilities Elevate your career at ScotiaMcLeod by leveraging your investment skills and client service expertise.

📌 Investment Associate At Scotiamcleod Toronto (Canada)
🏢 Scotiabank
📍 Canada