πŸ‡ΊπŸ‡Έ USAJobs.work

America's Job Portal

← Back to USA Jobs

Client-Focused Investment Associate Role

Company

Scotiabank

Location

new liskeard, timiskaming district

Posted

July 04, 2026

Position Overview

Advance your career as an Investment Associate with ScotiaMcLeod in New Liskeard, where client relationships and wealth management expertise are key. This role offers a collaborative workplace dedicated to client service.

In your position, you will support a Wealth Advisor and play an integral role in business development. Your tasks will include identifying new financial opportunities, preparing analyses, and ensuring effective communication with clients. You'll also guide your fellow associates toward achieving exceptional service standards while managing essential administrative functions.

Key Responsibilities:
β€’ Identify and develop new business opportunities
β€’ Collaborate in total wealth planning for clients
β€’ Analyze and present client reports and recommendations
β€’ Assist in developing marketing and communication materials
β€’ Mentor junior associates and improve administrative practices

Requirements:
β€’ Expe...

Ready to Apply?

Join thousands of Americans building their careers

Apply Now