Support wealth advising and client service with ScotiaMcLeod in Toronto, using securities industry knowledge and strong 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 skilled 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
🏢 Scotia Wealth Management
📍 Toronto