ScotiaMcLeod Investment Associate - Markham (Mandarin/Cantonese Speaking)

Scotiabank • Markham, ON

4d • Onsite

About The Position

ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by understanding their complete financial picture—life, family, business, and future. Our signature Enriched Thinking® approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions. You’ll be supported by an innovative, team-based environment that values integrity, client focus, and continuous growth. At ScotiaMcLeod, you’re not just building a career—you’re joining a firm where ideas spark, collaboration thrives, and you’re empowered to reach your full potential while making a real impact in your clients' lives. 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
• Fluency in Mandarin/Cantonese required

Nice To Haves

• CIM, CFA or PMP considered strong asset

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