Advance client relationships through total wealth planning as an Investment Associate in Toronto, supporting a Wealth Advisor with reports and recommendations. Apply product expertise to uncover opportunities.

This Investment Associate role focuses on developing and managing a Wealth Advisor’s book of business. You will collaborate with Advisor and Total Wealth Specialists to deepen relationships and provide professional client service. Responsibilities also include identifying opportunities, supporting sales activities, coordinating communications, and streamlining administrative practices.

Key Responsibilities:

- Collaborate on total wealth planning for clients
- Identify opportunities within existing client relationships
- Prepare and present reports and recommendations




- Review practices and streamline administrative processes
- Track completed administrative tasks for ongoing follow-up

Requirements:

- Experience working in the securities industry
- CIRO approval as a Registered Representative
- Strong written and verbal communication abilities
- Excellent time management and attention to detail
- Qualified, respectful client service approach

Use wealth planning collaboration, product knowledge, and precise administration to strengthen client relationships as an Investment Associate.

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