Investment Associate at ScotiaMcLeod

Elevate your career with ScotiaMcLeod as an Investment Associate, contributing to a client-focused team in Toronto, Ontario. Drive revenue and strengthen client relationships through informed investment strategies. As an Investment Associate, you'll play a crucial role in enhancing business growth through effective client engagement. With five years of industry experience, you will utilize your expertise to identify opportunities within existing portfolios while ensuring compliance with regulations. This position involves collaboration with Advisors and supporting business development strategies across the team. Key Responsibilities Champion a customer-focused culture to deepen client relationships Generate revenue by identifying new business opportunities Prepare and present detailed reports and financial plans Assist Advisors in annual business plan preparation Ensure streamlined administrative processes within the team Requirements 5 years of industry experience Strong organizational and communication skills Initiative and independence in client interactions Understanding of compliance regulations Relevant licensing for the Investment Representative role Maximize your investment expertise and contribute to a high-performance environment at ScotiaMcLeod in Toronto. J-18808-Ljbffr