Job Description
Requisition ID: 199782 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too. BRIEF INTRODUCTION 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. IS THIS ROLE RIGHT FOR YOU In the role you will: 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 DO YOU HAVE THE SKILLS We would love to work with you if you have: Experience in the securities industry Registered Representative (RR) with CIRO Successfully completed the Wealth Management Essentials (WME) 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 WHAT’S IN IT FOR YOU At ScotiaMcleod we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At ScotiaMcleod– you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here. 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.