Investment Associate at ScotiaMcLeod

Join ScotiaMcLeod in North York as an Investment Associate, enhancing client relationships and contributing to business growth through effective service. Collaborate closely with Wealth Advisors in a supportive environment.
As an Investment Associate, you will partner with Wealth Advisors to manage and develop client portfolios. This role requires a strong background in the securities industry, where you will utilize your product knowledge to find new business opportunities. You will also coach junior associates while ensuring administrative efficiency and documenting client interactions.
Key Responsibilities:
• Identify new business opportunities for client growth
• Analyze and present client reports and recommendations
• Collaborate with Advisors and specialists on wealth planning
• Develop client communications and marketing strategies
• Mentor and provide leadership to junior team members
Requirements:
• Experience in the securities industry is essential<...