Talent.com
Scotiabank
ScotiaMcLeod Investment Associate - North YorkScotiabank • North York, ON, CA
ScotiaMcLeod Investment Associate - North York

ScotiaMcLeod Investment Associate - North York

Scotiabank • North York, ON, CA
Il y a plus de 30 jours
Type de contrat
  • Temps plein
Description de poste

Requisition ID: 266803

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.

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
  • 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

WHAT'S IN IT FOR YOU

  • 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
    #SWM

#LI-CB1

Créer une alerte emploi pour cette recherche

ScotiaMcLeod Investment Associate - North York • North York, ON, CA

Offres similaires

ScotiaMcLeod Investment Associate - North York

Scotia Wealth ManagementToronto
Temps plein

ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is a full-service wealth management firm with a history dating back to 1921.Known for service excellence, trusted advice, and a collaborativ... Voir plus

 • Offre sponsorisée • Nouvelle offre

Investment Associate Opportunity in Toronto

ScotiabankToronto
Temps plein

Advance your career as an Investment Associate with Scotiabank in Toronto, Ontario, focusing on client service and business growth.Collaborate closely with a Wealth Advisor to drive sales activitie... Voir plus

 • Offre sponsorisée • Nouvelle offre

Associate Investment Advisor

Hunter MercantileToronto
Temps plein

This range is provided by Hunter Mercantile.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Direct message the job poster from Hunter Mercantile... Voir plus

 • Offre sponsorisée • Nouvelle offre

BDC Capital Investment Associate Role

ThestorywatchToronto, ON, CA
Temps plein

Step into the investment field as a BDC Capital Investment Associate.Engage deeply with innovative Canadian companies in a hybrid working model.As part of the Growth Venture Fund, you will report t... Voir plus

 • Offre sponsorisée

Investment Analyst / Associate

Morningside CapitalToronto
Temps plein

We are a specialist private investment firm providing liquidity solutions to private equity funds and their investors through two primary strategies:.GP-led Secondaries: Investing in proven, existi... Voir plus

 • Offre sponsorisée • Nouvelle offre

Investment Associate in Private Equity

ClairvestToronto, ON, CA
Temps plein

Shape your future in finance as a Private Equity Associate in Toronto.This position focuses on detailed investment analysis and strategy execution within a seasoned team.We are in search of a Priva... Voir plus

 • Offre sponsorisée

Investment Lead

Beacon SoftwareToronto, ON, CA
Temps plein

Beacon is building the essential technology infrastructure for the everyday economy: the businesses, organizations, and services that make real life work, and that mainstream tech has largely left ... Voir plus

 • Offre sponsorisée

Licensed Mortgage Agent Level 2 — High-Earning Inside Sales

Burke FinancialRichmond Hill, York Region, CA
Temps plein

A leading financial services firm in York Region is searching for an Inside Sales - Licensed Mortgage Agent Level 2.This role provides comprehensive internal support, allowing agents to focus on se... Voir plus

 • Offre sponsorisée

Early-Stage Investment Associate in Toronto

VC StackToronto
Temps plein

Become a key part of Forum Ventures in Toronto as an Early-Stage Investment Associate, dedicated to supporting innovative B2B startups.Leverage your startup passion to find and nurture new ventures... Voir plus

 • Offre sponsorisée • Nouvelle offre

Toronto Associate Investment Advisor Role

Richardson WealthToronto
Temps plein

Become an Associate Investment Advisor at Richardson Wealth in Toronto.Oversee investments and enhance client relationships while managing operations within the advisory team.This essential role fo... Voir plus

 • Offre sponsorisée • Nouvelle offre

BDC Associate for Impactful Investments

VC StackToronto, ON, CA
Temps plein

Drive growth and innovation as a VC Associate at BDC’s Thrive Venture Fund, focusing on investments in women-led tech companies.This role features a hybrid working arrangement and hands-on involvem... Voir plus

 • Offre sponsorisée

Senior Actuary Director: Life & Investments Strategy

VIP Universal Medical Insurance Group (VUMI)Markham, York Region, CA
Temps plein

A prominent actuarial services firm seeks a Senior Actuary Director to oversee the life & investment division.This key position involves leading product pricing, managing reserve calculations, and ... Voir plus

 • Offre sponsorisée

Associate

Birch Hill Equity PartnersToronto
Temps plein

We hire individuals for the Associate position who have two to four years work experience, typically from a leading investment bank or consulting firm.Associates at Birch Hill participate in all as... Voir plus

 • Offre sponsorisée • Nouvelle offre

Real Estate Investment Associate | $100/hr

HelixRecruitToronto, ON, CA
Temps plein

Real Estate Investment Associate | $100/hr.This range is provided by HelixRecruit.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.This opportuni... Voir plus

 • Offre sponsorisée

Entry-Level Mortgage Agent with Pineapple

PineappleMarkham, York Region, CA
Temps plein

Launch an exciting mortgage career with Pineapple in the Greater Toronto Area.This full-time mortgage agent position allows for flexible hours and a focus on sales success.Pineapple is welcoming mo... Voir plus

 • Offre sponsorisée

Regional Condominium Portfolio Manager

FirstService Residential CanadaRichmond Hill
Temps plein

A property management firm in York Region is seeking a Condominium Manager to oversee properties and lead a dedicated team.The role requires a Bachelor's degree and a minimum of 3 years of industry... Voir plus

 • Offre sponsorisée • Nouvelle offre

Canderel Investment Associate Position

Canderel GroupToronto
Temps plein

Advance your career as an Investment Associate at Canderel, pivotal in analyzing real estate investments.Utilize your financial modeling skills to foster inclusive community development across Cana... Voir plus

 • Offre sponsorisée • Nouvelle offre

Developing Investment Advisor - Markham

The Toronto-Dominion Bank (Canada)Markham
Temps plein

Location: Markham, Ontario, Canada.Pay range: $50,000–$100,000 CAD base plus commission.We are hiring Developing Investment Advisors into our Developing Investment Advisor Program.This program offe... Voir plus

 • Offre sponsorisée • Nouvelle offre

Hybrid Corporate Tax Senior Associate – M&A & Real Estate

Burges Salmon LLPNewmarket, ON, CA
Temps plein

A leading law firm in Ontario is seeking a Corporate Tax Associate/Senior Associate to join their top-tier corporate tax team.The successful candidate will tackle complex tax challenges for leading... Voir plus

 • Offre sponsorisée

Space Startup IR & Capital Formation Lead

PheedLoop Inc.Markham, York Region, CA
Temps plein

A Canadian aerospace startup is seeking an Investor Relations & Capital Formation Manager to lead fundraising efforts for its orbital launch vehicle.The ideal candidate will have a Bachelor's degre... Voir plus