Verified Job
Accounting - Finance
ScotiaMcLeod Investment Associate - New Glasgow, NS
Accounting - Finance
#599028
Remote / WFH
Job Description
Job details
Job type
Permanent
Location
New Glasgow, NS
Full job description
Requisition ID: 22+423
As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.
When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.
BRIEF INTRODUCTION
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.
IS THIS ROLE RIGHT FOR YOU
In the role you will:
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 planning
Prepare, 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 purposes
DO YOU HAVE THE SKILLS
We would love to work with you if you have:
Experience in the securities industry
Registered Representative (RR) with CIRO
Successfully completed the Wealth Management Essentials (WME)
Excellent verbal and written communication skills
Meticulous attention to detail and excellent time management skills
Exceptional client service skills, providing a professional and respectful experience
WHAT’S IN IT FOR YOU
At ScotiaMcLeod we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At ScotiaMcLeod– you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers
An 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.
#SWM #LI-Onsite #LI-HA1
Location(s): Canada : Nova Scotia : New Glasgow Canada : Nova Scotia : Pictou Canada : Nova Scotia : Stellarton
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
You must create an Indeed account before continuing to the company website to apply
Job type
Permanent
Location
New Glasgow, NS
Full job description
Requisition ID: 22+423
As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.
When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.
BRIEF INTRODUCTION
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.
IS THIS ROLE RIGHT FOR YOU
In the role you will:
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 planning
Prepare, 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 purposes
DO YOU HAVE THE SKILLS
We would love to work with you if you have:
Experience in the securities industry
Registered Representative (RR) with CIRO
Successfully completed the Wealth Management Essentials (WME)
Excellent verbal and written communication skills
Meticulous attention to detail and excellent time management skills
Exceptional client service skills, providing a professional and respectful experience
WHAT’S IN IT FOR YOU
At ScotiaMcLeod we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At ScotiaMcLeod– you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers
An 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.
#SWM #LI-Onsite #LI-HA1
Location(s): Canada : Nova Scotia : New Glasgow Canada : Nova Scotia : Pictou Canada : Nova Scotia : Stellarton
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
You must create an Indeed account before continuing to the company website to apply
