ScotiaMcLeod Investment Associate - New Liskeard

Scotiabank • Temiskaming Shores, ON

7d • 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.

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.

Nice To Haves

• CIM, CFA or PMP considered strong asset

Responsibilities

• 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.
• Identify new business opportunities to gather additional assets and/or increase revenue.
• Utilize 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 and favourable employee rates for employee banking.
• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
• An organization committed to making a difference in our communities– for you and our clients.
• An inclusive working environment that encourages creativity, curiosity and celebrates success.
• 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