Job Description
Become an Investment Associate with ScotiaMcLeod in Montreal, Quebec, where you’ll transform client interactions into personalized wealth management experiences. Combine your industry knowledge with a client-focused approach to identify growth opportunities.
At Scotia Wealth Management®, this role involves working closely with Advisors to enhance client relationships and create investment strategies. Responsibilities include preparing analyses, leading communications, and ensuring the team runs efficiently while meeting administrative requirements.
Key Responsibilities:
• Identify and pursue new business opportunities
• Analyze client portfolios and prepare actionable recommendations
• Work with Advisors to enhance wealth planning
• Lead and support associates within the team
• Streamline administrative processes and task documentation
Requirements:
• Securities industry experience required
• CIRO Register...
At Scotia Wealth Management®, this role involves working closely with Advisors to enhance client relationships and create investment strategies. Responsibilities include preparing analyses, leading communications, and ensuring the team runs efficiently while meeting administrative requirements.
Key Responsibilities:
• Identify and pursue new business opportunities
• Analyze client portfolios and prepare actionable recommendations
• Work with Advisors to enhance wealth planning
• Lead and support associates within the team
• Streamline administrative processes and task documentation
Requirements:
• Securities industry experience required
• CIRO Register...
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