Client-Focused Investment Associate Role

Advance your career as an Investment Associate with ScotiaMcLeod in New Liskeard, where client relationships and wealth management expertise are key. This role offers a collaborative workplace dedicated to client service.
In your position, you will support a Wealth Advisor and play an integral role in business development. Your tasks will include identifying new financial opportunities, preparing analyses, and ensuring effective communication with clients. You'll also guide your fellow associates toward achieving exceptional service standards while managing essential administrative functions.
Key Responsibilities:
• Identify and develop new business opportunities
• Collaborate in total wealth planning for clients
• Analyze and present client reports and recommendations
• Assist in developing marketing and communication materials
• Mentor junior associates and improve administrative practices
Requirements:
• Experience in the securities field is required
• ...