Wealth Management Investment Associate

Take the next step in your career with Scotia Bank as an Investment Associate, where you will support Wealth Advisors in managing client portfolios and enhancing business development strategies. This role requires strong client service skills and in-depth industry knowledge.

As an Investment Associate, your role will include identifying potential business opportunities, managing client communications, and building robust relationships with clients. Your expertise will be crucial in total wealth planning and delivering comprehensive reports and recommendations. In addition, you will lead and mentor fellow associates, ensuring efficient branch operations.

Key Responsibilities:
• Identify new asset gathering opportunities
• Leverage product knowledge for client engagement
• Prepare and present insightful client reports
• Develop marketing communications with Advisors
• Support and coach team associates for growth

Require...