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.