Requisition ID: 259348
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
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
« In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.”
#SWM
ScotiaMcLeod Investment Associate - Montreal, QC • Montreal, QC, CA
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