Client-Focused Investment Associate Role

Drive investment growth as an Investment Associate at ScotiaMcLeod in Montreal, Quebec. Utilize your expertise in wealth management to identify opportunities and deliver personalized solutions.
This position with Scotia Wealth Management® offers you the chance to enhance client relationships through total wealth planning techniques. You will analyze reports, promote revenue growth, and lead your team in effective practices while ensuring thorough client communication.
Key Responsibilities:
• Identify new client opportunities for revenue increase
• Prepare and present detailed reports to clients
• Collaborate with team members on marketing efforts
• Provide leadership and coaching to associate team members
• Maintain and track efficient administrative processes
Requirements:
• Relevant experience in the securities industry
• Registered Representative approval from CIRO
• Excellent communication skills in both verbal and written formats
• Strong attent...