Associate Investment Advisor - (Planning) (Vancouver)

Associate Investment Advisor - (Planning) (Vancouver)

06 Oct
|
Scotiabank
|
Vancouver

06 Oct

Scotiabank

Vancouver

ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by understanding their complete financial picture—life, family, business, and future. Our signature Enriched Thinking ® approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions.

You’ll be supported by an innovative, team-based environment that values integrity, client focus, and continuous growth. At ScotiaMcLeod, you’re not just building a career—you’re joining a firm where ideas spark, collaboration thrives, and you’re empowered to reach your full potential while making a real impact in your clients' lives. As an Investment Associate you will work closely with a Wealth Advisor in the development and management of their book of business byproviding effective client service and contributing to business development and sales related activities.

Identify new business opportunities to gather additional assets and/or increase revenue Work with Advisor and Total Wealth Specialists to deepen client relationships through total wealth planning Act as a leader to other associates on the team and within the branch by providing direction and coaching Regularly review practices to ensure administrative processes are streamlined and administrative tasks being completed and logged for tracking purposes Approval as a Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO) Competitive Compensation and Perks package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan and favourable employee rates for employee banking An organization committed to making a difference in our communities– for you and our clients Learning and Development – via Scotia Academy, a virtual learning experience to upskill and develop your skills at work or from your personal device Vancouver Scotiabank is a leading bank in the Americas.

Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know.

If you require technical assistance. #

📌 Associate Investment Advisor - (Planning) (Vancouver)
🏢 Scotiabank
📍 Vancouver

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: associate investment advisor - (planning) (vancouver) / vancouver

Subscribe to this job alert:

Get the latest job offers by email for: associate investment advisor - (planning) (vancouver) / vancouver