29 Sep
|
Scotia Wealth Management
|
Toronto
29 Sep
Scotia Wealth Management
Toronto
Shape your career as an Investment Associate at ScotiaMcLeod in North York, Ontario, providing comprehensive client service while supporting business growth. You are integral to identifying new opportunities and enhancing existing relationships.ScotiaMcLeod seeks candidates with strong backgrounds in the securities industry to work alongside Wealth Advisors. You'll use your knowledge of investment strategies to analyze client needs and present custom solutions.
This role requires a meticulous approach to administrative tasks and involves coaching junior associates to streamline processes.Key Responsibilities:Identify and pursue recent business opportunitiesAnalyze client needs and present tailored recommendationsCollaborate on communication and marketing initiativesGuide associates in best practices and streamline processesRegularly assess administrative tasks for efficiencyRequirements:Prior experience in the securities industryCIRO Registered Representative (RR) status requiredStrong written and verbal communication skillsDetail-oriented with excellent organizational skillsHigh level of client service professionalism neededBuild a meaningful career at ScotiaMcLeod, where your insights and attention to detail make a significant impact.
📌 Scotiamcleod Investment Associate Position (Toronto)
🏢 Scotia Wealth Management
📍 Toronto