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 recent prospects, 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 new business avenues to enhance revenue
Collaborate with Total Wealth Specialists for client planning
Analyze client portfolios and present actionable insights
Craft marketing communications aligned with client needs
Mentor and support team members in their development

Requirements:
Relevant experience in the securities sector
CIRO Registered Representative designation required
Proficient verbal and written communication skills
Attention to detail and robust time management
Outstanding client service focus and professionalism

Maximize your expertise and drive success at a prestigious firm in Montreal.

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