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ScotiaMcLeod Investment Associate - Waterloo

ScotiabankWaterloo, ON, CA
Full-time

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 colla... Show more

Food Service Worker Lead

AramarkKitchener, ON, CA
Full-time

Training to be completed at Huron Heights High school in Kitchener, with transfer to Waterloo Oxford High school in Baden when renovations are complete at the location**.As a Food Service Worker, y... Show more

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Fundraising Associate

Ray of HopeKitchener, Ontario, Canada
CA$27.20 hourly
Full-time

Full-Time Fundraising Associate.Position Hours: Monday to Friday, 8:30am - 4:30pm.Based on interview availability, applications may be reviewed asap upon submission an qualified candidates, contact... Show more

Assistant Store Manager FT

LidsKitchener, ON, CA
Full-time

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or disability.Lids Sports Grou... Show more

Investment Development Specialist (Hybrid)

National BankKitchener, Ontario
Full-time +2

Advisory services, Mortgage products .A career as an Investment Development Specialist in the Wealth team at National Bank means acting as an expert in investment growth.This role allows you to hav... Show more

Customer Experience Associate - Future Opportunities

The Toronto-Dominion Bank (Canada)381 King Street West, Kitchener, Ontario
Part-time

Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing excellent custo... Show more

Delivery Driver - Uber Eats

Uber eatsWilmot, ON, CA
Full-time +2

Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your... Show more

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Residential Mortgage Specialist-Ontario (Hybrid)

National BankKitchener
Full-time +2

Advisory services, Mortgage products .Barrie, Brampton, Burlington, Etobicoke, Hamilton, Kingston, Kitchener, Markham, Mississauga, Nepean, Newmarket, North York, Oakville, Orleans, Oshawa, Ottawa,... Show more

Assembly Worker- Waterloo

Randstad CanadaWaterloo, Ontario, CA
CA$21.00 hourly
Full-time +1
Quick Apply

Assembly Technician – Full-Time Waterloo, ON.Paid Weekly) + 4% Vacation Pay.Shift: Fixed Days or Afternoons (Monday – Friday).Build a Stable Career in Waterloo Manufacturing.Are you seeking to tra... Show more

Cloud/DevOps Engineer, Manulife Bank Technology

ManulifeWaterloo, Ontario
Full-time

Join our Manulife Bank Technology Team!.We’re looking for a Cloud/DevOps Engineer with deep experience in Azure cloud platforms, Kubernetes, DevOps, and platform engineering to help design, build, ... Show more

Associate Portfolio Manager

Royal Bank of Canada>WATERLOO, Canada
CA$66,000.00 yearly
Full-time

As an Associate Portfolio Manager, PH&N Investment Counsel, you are a member of a professional team responsible for building and managing a high performance investment counselling franchise.You wil... Show more

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Work From Home Fast & Serious 100% Free - No experience

Clubshop | USSt. Clements, Ontario
Remote
Full-time

Discover The System Surveoo That's Helping Newbies Earn Daily.Turn your free time into daily earnings by answering simple surveys.No product or tech skills needed.Join For Free And Start Earning No... Show more

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ScotiaMcLeod Investment Associate - Waterloo

ScotiaMcLeod Investment Associate - Waterloo

ScotiabankWaterloo, ON, CA
18 days ago
Job type
  • Full-time
Job description

Requisition ID: 268560

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.

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
  • 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

WHATS 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

Location(s): Canada : Ontario : Waterloo

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.