Enhance client relationships as an Investment Associate in Montreal, Quebec. Collaborate with advisors to innovate client service and enrich business development initiatives.In this impactful role, you will partner with a Wealth Advisor to expand their book of business and deepen client connections. Your expertise in the securities industry will help you uncover new opportunities, prepare insightful reports for clients, and shape effective marketing strategies. Guidance and mentorship to junior associates will also play a critical role.Key Responsibilities:Discover recent business avenues to enhance revenueCollaborate with Total Wealth Specialists for client planningAnalyze client portfolios and present actionable insightsCraft marketing communications aligned with client needsMentor and support team members in their developmentRequirements:Relevant experience in the securities sectorCIRO Registered Representative designation requiredProficient verbal and written communication skillsAttention to detail and strong time managementOutstanding client service focus and professionalismMaximize your expertise and drive success at a prestigious firm in Montreal.

📌 Investment Associate At Leading Firm In Montreal
🏢 Scotia Wealth Management
📍 Montreal