Scotiamcleod Client Focused Investment Associate Markham

Overview

Advance your career as an Investment Associate at ScotiaMcLeod, where you'll support Wealth Advisors in delivering personalized client services. This is a key role driving business growth and client satisfaction. In your role, you will collaborate with Advisors to develop client strategies that meet their financial goals. You'll analyze client data, identify current opportunities, and mentor junior staff, fostering a culture of collaboration. Join ScotiaMcLeod's mission to provide exceptional wealth management solutions.

Responsibilities

• Identify current revenue opportunities within existing client bases
• Develop client communications and marketing strategies
• Prepare, analyze, and present financial recommendations
• Mentor and direct junior associates in the branch
• Streamline administrative tasks for enhanced efficiency

Requirements

• Proven experience in the securities industry