Discover an impactful role at ScotiaMcLeod as an Investment Associate, focusing on personalized wealth strategies and client success in New Liskeard, Ontario. Use your securities expertise to develop and grow client relationships.
This position at ScotiaMcLeod requires a proactive approach in identifying new revenue opportunities while collaborating with a team of Advisors and specialists. The Investment Associate will prepare comprehensive reports for clients and streamline administrative processes. Your leadership abilities will guide fellow associates, ensuring a commitment to excellence in client service.
Key Responsibilities:
• Identify new client opportunities and increase asset growth
• Build relationships through thorough wealth planning
• Analyze and report financial recommendations to clients
• Collaborate on client communications and marketing materials
• Mentor and lead other associates in operational best practices
Requirements:
• Relevant experi...