Is this role right for you?
In this 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 that will enable you to succeed in this role? - We'd 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)
CIM, CFA or PMP considered strong asset
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
#LI-CB1
#SWM
ScotiaMcLeod Investment Associate - New Liskeard • New Liskeard, ON, CA
TD is committed to providing fair and equitable compensation opportunities to all colleagues.Growth opportunities and skill development are defining features of the colleague experience at TD.Our c... Show more
A leading national accounting and advisory firm in Canada is seeking a Manager in Tax.In this role, you will lead client engagements, deliver expert tax strategies, and manage relationships with cl... Show more
Xpera Risk Mitigation & Investigation (Xpera) is Canada’s premier national provider of risk mitigation services.Our comprehensive offerings empower clients to enhance business performance and maint... Show more
A financial services company is seeking a Sales Director to foster and expand client relationships while driving business growth in the financial sector.The successful candidate will be responsible... Show more
SGS is actively hiring Pipeline Inspectors for various positions in Northern Ontario.We require experts in General, Welding, and Coating inspections for our integrity dig program.This role is essen... Show more
Drive customer relations as a Customer Experience Associate at TD Canada Trust in Thunder Bay, Ontario.Transform customer interactions into opportunities for excellent service and banking solutions... Show more
Become a Retail Promotions Associate at Canadian Tire and design appealing displays to enhance customer shopping! This entry-level role emphasizes merchandising, stocking, and customer engagement.A... Show more
A local non-profit organization in Ontario is seeking a Direct Funding Coordinator to provide assistance to Indigenous families using its Family Directed Respite Funding services.The role involves ... Show more
Investigation, Assessment and Ongoing Worker.Eighteen (18) Month Full-time Contract Position in New Liskeard.As a member of the Investigation, Assessment and Ongoing team, your primary responsibili... Show more
Start your career as a Junior Mill Operator with Impala Canada at the Lac des Iles Mine.Benefit from a strong safety culture and competitive remuneration packages.Impala Canada invites you to apply... Show more
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 Earn... Show more
A leading educational institution in Ontario is seeking an Industry Liaison Officer to expand research partnerships within the mining sector.The successful candidate will facilitate collaborations ... Show more
Become a Sales Growth Expert with Wajax in Northern Ontario, where you will focus on fostering client relationships and driving revenue growth in the industrial sector.Your role is pivotal in sourc... Show more
Client Advisor (Personal Lines).We are hiring a Client Advisor, Personal Lines, to support our growing Team!.This role is for someone with exceptional organizational abilities and people skills who... Show more
A leading environmental consulting firm in Ontario seeks a Senior Mining Practitioner to lead environmental permitting and compliance for mining projects.This role involves managing multi-disciplin... Show more
Drive success for small businesses as an Account Manager with Opal Corporate Connections in New Liskeard.This role emphasizes building relationships and community engagement in a hybrid setting.As ... Show more
Get paid for testing apps, games and surveys.Almedia runs a dynamic platform where users earn money online by completing tasks, playing games, and filling out surveys.Since our launch 5 years ago, ... Show more
Account Manager - Ontario Region | Everguard.Why start your journey with Everguard?.Own and Grow Your Territory - build relationships with municipalities, industrial operators, and commercial custo... Show more
Donwin Marketing – Représentant(e) des ventes externe (Ontario Nord).Représentant(e) des ventes externes à temps plein.Nous sommes à la recherche d’une personne d’expérience dans les secteurs indus... Show more
Join the fast-growing phenomenon where you get to work alongside industry-leading talent in a high-performance culture who are passionate, experienced, and determined.Fastest-Growing Private Compan... Show more
){kind=logo}
