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 recent 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 opportunities
Analyze client needs and present tailored recommendations
Collaborate on communication and marketing initiatives
Guide associates in best practices and streamline processes
Regularly assess administrative tasks for efficiency
Requirements:
Prior experience in the securities industry
CIRO Registered Representative (RR) status required
Solid written and verbal communication skills
Detail-oriented with excellent organizational skills
High level of client service professionalism needed
Build 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
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