ScotiaMcLeod Investment Associate Toronto

Build client relationships in Toronto as a ScotiaMcLeod Investment Associate, using securities expertise and strong communication skills daily.

Work closely with a Wealth Advisor to develop and manage a book of business. Provide effective client service while supporting business development and sales activities. Apply product knowledge, reporting skills, and total wealth planning collaboration to deepen relationships.

Key Responsibilities:

• Identify opportunities to gather assets and increase revenue
• Discover additional opportunities within existing client relationships
• Prepare, analyze, and present client reports and recommendations
• Develop and distribute client communications and marketing materials
• Provide direction and coaching to associates

Requirements:

• Experience in the securities industry
• Registered Representative approval with CIRO
• Excellent verbal and written communication skills
• Meticulous attention to detail and time management
• Exceptional professional and respectful client service skills

Bring securities knowledge, client service, and business development skills to ScotiaMcLeod’s Toronto wealth management team.