Scotiabank
Investment Associate at ScotiaMcLeod
Job Description
Join ScotiaMcLeod in New Liskeard as an Investment Associate focused on client wealth planning and investment opportunities. Leverage your securities experience to elevate client relationships and enhance financial strategies.
ScotiaMcLeod is seeking an Investment Associate who will identify new business opportunities and enhance revenue through an extensive knowledge of products and services. The role involves collaborating with Advisors and Total Wealth Specialists to deepen client relationships and presenting analysis to clients. Your contributions will directly lead to personalized investment strategies in a supportive team environment.
Key Responsibilities:
• Identify new business opportunities to increase assets
• Utilize product knowledge to service existing clients
• Collaborate with Advisors on wealth planning efforts
• Analyze and present financial reports and recommendations
• Guide and coach other associates within the team
Requirements:
• Experie...
ScotiaMcLeod is seeking an Investment Associate who will identify new business opportunities and enhance revenue through an extensive knowledge of products and services. The role involves collaborating with Advisors and Total Wealth Specialists to deepen client relationships and presenting analysis to clients. Your contributions will directly lead to personalized investment strategies in a supportive team environment.
Key Responsibilities:
• Identify new business opportunities to increase assets
• Utilize product knowledge to service existing clients
• Collaborate with Advisors on wealth planning efforts
• Analyze and present financial reports and recommendations
• Guide and coach other associates within the team
Requirements:
• Experie...