ScotiaMcLeod Investment Associate - Markham (Mandarin/Canton …

Role Overview

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. What You Will Do

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 planningPrepare, 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 purposesQualifications

Experience in the securities industry Approval as a Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO) CIM, CFA or PMP considered a strong asset Excellent verbal and written communication skills Meticulous attention to detail and excellent time management skillsExceptional client service skills, providing a professional and respectful experience Fluency in Mandarin/Cantonese required Benefits

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 thinkersAn 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

#J-18808-Ljbffr