Job Description
Elevate your career at ScotiaMcLeod as an Investment Associate in North York, where client service and business development are key. Leverage your knowledge in a team-oriented environment.
In this role, you will work alongside Wealth Advisors to manage their client portfolios and enhance client experiences. You will play an integral part in identifying opportunities for revenue growth while promoting a total wealth planning approach. Additionally, your leadership will guide junior associates to ensure smooth operations and effective customer relationship management.
Key Responsibilities:
• Identify client opportunities for asset growth
• Prepare and present detailed analyses for clients
• Collaborate with experts to strengthen client relationships
• Create and distribute marketing communications
• Mentor other associates within the branch
Requirements:
• Proven experience in the securities sector
• CIRO registration as a Registered Representative (RR)
•...
In this role, you will work alongside Wealth Advisors to manage their client portfolios and enhance client experiences. You will play an integral part in identifying opportunities for revenue growth while promoting a total wealth planning approach. Additionally, your leadership will guide junior associates to ensure smooth operations and effective customer relationship management.
Key Responsibilities:
• Identify client opportunities for asset growth
• Prepare and present detailed analyses for clients
• Collaborate with experts to strengthen client relationships
• Create and distribute marketing communications
• Mentor other associates within the branch
Requirements:
• Proven experience in the securities sector
• CIRO registration as a Registered Representative (RR)
•...