ScotiaMcLeod Investment Associate Toronto

ScotiaMcLeod Investment Associate Toronto

29 Oct
|
Scotia Wealth Management
|
Toronto

29 Oct

Scotia Wealth Management

Toronto

Build client relationships in Toronto as a ScotiaMcLeod Investment Associate, using securities expertise and solid communication skills daily.

Work closely with a Wealth Advisor to develop and manage a book of business. Provide effective client service while supporting business development and sales activities. Apply product knowledge, reporting skills, and total wealth planning collaboration to deepen relationships.

Key Responsibilities:

- Identify opportunities to gather assets and increase revenue
- Discover additional opportunities within existing client relationships
- Prepare, analyze, and present client reports and recommendations
- Develop and distribute client communications and marketing materials
- Provide direction and coaching to associates

Requirements:

- Experience in the securities industry
- Registered Representative approval with CIRO
- Excellent verbal and written communication skills
- Meticulous attention to detail and time management
- Exceptional professional and respectful client service skills

Bring securities knowledge, client service, and business development skills to ScotiaMcLeod’s Toronto wealth management team.

📌 ScotiaMcLeod Investment Associate Toronto
🏢 Scotia Wealth Management
📍 Toronto

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