ScotiaMcLeod Investment Associate

Scotiabank • Ottawa, ON

8d • Onsite

About The Position

As an Investment Associate, you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to business development and sales related activities.

Requirements

• Experience in the securities industry
• Approval as a Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO)
• Excellent verbal and written communication skills
• Meticulous attention to detail and excellent time management skills
• Exceptional client service skills, providing a professional and respectful experience

Responsibilities

• Identify new business opportunities to gather additional assets and/or increase revenue
• Utilize your in-depth knowledge of products and services to identify new opportunities within the existing client base
• Work with Advisor and Total Wealth Specialists to deepen client relationships through total wealth planning
• Prepare, analyze, and present reports and recommendations to clients
• Work with the Advisor to develop and distribute client communication and marketing pieces
• Act as a leader to other associates on the team and within the branch by providing direction and coaching
• Regularly review practices to ensure administrative processes are streamlined and administrative tasks being completed and logged for tracking purposes

Benefits

• Competitive Compensation and Benefits package including annual incentive plans
• time off entitlements
• Pension Plan
• Employee Share Ownership Plan
• favourable employee rates for employee banking
• Learning and Development – via Scotia Academy, a virtual learning experience to upskill and develop your skills at work or from your personal device

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed