Publié il y a 17 jours
ScotiaMcLeod Investment Associate - Toronto Plaza
@ Scotiabank
Toronto, Ontario
En bref
Scotiabank is hiring an Investment Associate in Toronto to work alongside a Wealth Advisor on their book of business. The role provides client service, supports business development and sales activity, and includes leading and coaching other associates on the team. The posting requires securities industry experience and CIRO Registered Representative approval; no schedule or pay is stated.
Responsabilités :
- Identify new business and grow client assets
- Prepare reports and recommendations for clients
- Build client relationships through total wealth planning
- Develop client communication and marketing pieces
- Coach and direct other associates
Résumé des exigences :
- Experience in the securities industry
- CIRO Registered Representative approval
- Excellent verbal and written communication
- Meticulous attention to detail and time management
- Exceptional client service skills
Outils et compétences
Avantages mentionnés
Source et dates
Site carrière / système de candidatures · successfactors
- Date publiée par l’employeur
- 2026-10-25
- Première détection par notre source
- 2026-10-26
- Mise à jour du dossier source
- 2026-10-26
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Domaine | Finance et comptabilité |
| Déplacements | avion : aucun · route : aucun |
| Milieu de travail | Bureau, Chez les clients |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur modéré |
| Langues | English |
| Permis et certifications | CIRO Registered Representative (RR) |
| Avantages mentionnés | Congés payés généreux, Régime de retraite, Prime de rendement, Actions ou participation |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Scotiabank
Profil d’entreprise sauvegardé
Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.
Description complète de l’entreprise
Welcome to Scotiabank. We serve thousands of customers, families, and communities across the globe, helping them achieve success through advice, products, and services. Follow for news, insights, thought leadership and more. Our disclaimer:
- Abonnés LinkedIn
- 1 518 101
- Personnes associées sur LinkedIn
- 91 736
- Bureaux déclarés
- 40 King St W, Toronto, Ontario M5H, CA
- Bosque de Ciruelos 120, Miguel Hidalgo, CDMX 11700, MX
- Calle Dionisio Derteano 102, San Isidro, Lima 15047, PE
- Catégories d’activité
- Finance
- Banking
- Asset Management
- Financial Services
- Autres noms enregistrés
- Scotiabank
- Spécialités
- Banking
- Wealth Management
- Investment Banking
- and Technology
- Le profil indique une agence de recrutement
- Non
- Investissement total déclaré
- 1 066 913 622
La devise et la date d’observation ne sont pas fournies; ce n’est ni une valorisation actuelle ni une ronde de financement.
Welcome to Scotiabank. We serve thousands of customers, families, and communities across the globe, helping them achieve success through advice, products, and services. Follow for news, insights, thought leadership and more. Our disclaimer:
| Champ | Valeur |
|---|---|
| Secteur | Banking |
| Taille | 10,001+ employees |
| Siège social | Toronto, Ontario |
| Type d’organisation | Public Company |
| Spécialités | BankingWealth ManagementInvestment Bankingand Technology |
| Offres sur Jobsy | 841 |
| Voir la page |
Requisition ID: 276687
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
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
Approval as a Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO)
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
WHATS IN IT FOR YOU
Competitive Compensation and Benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan and favourable employee rates for employee banking
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
Location(s): Canada : Ontario : Toronto
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. If you require technical assistance, please click here. 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.
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