Support wealth advising and client service with ScotiaMcLeod in Toronto, using securities industry knowledge and robust communication skills. Contribute to business development and sales activities.
As an Investment Associate, you will work closely with a Wealth Advisor to develop and manage a book of business. You will provide effective client service while identifying opportunities, supporting total wealth planning, and preparing client recommendations. The work includes communication, marketing, coaching, and administrative oversight.
Key Responsibilities: Identify opportunities to gather assets and increase revenue
Use product knowledge to develop 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
Bring securities experience, client service expertise, and business development skills to ScotiaMcLeod’s Toronto wealth advisory team.

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📌 ScotiaMcLeod Investment Associate Toronto (Ontario)
🏢 Scotia Wealth Management
📍 Ontario