ScotiaMcLeod Investment Associate - Langley

BRIEF INTRODUCTION

The ScotiaMacLeod Wealth Management Team in Langley is looking for a collaborative and high performing team player to add to their group. Our 11-member team work very closely together to ensure we are providing our clients with top notch service and building long lasting client relationships.

We are seeking a self-driven team player with a positive and client centric mindset to join us in the Investment Associate role, with significant opportunity for growth and long-term career development. The successful person will be a key player on the team.
If you're currently working as an advisor but feel you are limited in your current position, we would love to hear from you!

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

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