Wealth Management Investment Associate Role Markham

Join ScotiaMcLeod as an Investment Associate, collaborating with Wealth Advisors to provide exceptional service and drive business development. Utilize your financial expertise in a supportive, team-oriented atmosphere. As an Investment Associate, you’ll assist in managing client portfolios and identifying growth opportunities. Your role will involve preparing client communications and building long-term relationships while ensuring streamlined administrative practices. Join ScotiaMcLeod's commitment to service excellence and client success. Key Responsibilities: Identify and pursue recent business opportunities for asset growth Collaborate on total wealth planning strategies for clients Analyze and present insightful reports to clients Provide leadership and coaching to recent associates Maintain and optimize administrative processes Requirements: Previous experience in the securities industry CIRO Registered Representative (RR) approval required Credentials like CIM, CFA or PMP are advantageous Solid verbal and written communication skills Fluency in Mandarin or Cantonese is mandatory Enhance your career in wealth management at ScotiaMcLeod as an Investment Associate. Apply on Kit Job: kitjob.ca/job/2okii1