ScotiaMcLeod Investment Associate - Rosedale Branch, Toronto Job at Scotiabank
Requisition ID: 175578
As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.
When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.
Job Profile:
As an Investment Associate for a large wealth management team, your primary purpose will be to work closely with the Advisor in the development and management of the Advisor's book of business by providing excellent client service and primarily contributing to portfolio management, research, and trading activities
Is this role for you? In this role you will:
Be Responsible for Trading and Portfolio Management:
Maintaining a good understanding of client profiles and that the Advisor’s investment strategy being used to implement client objectives
Ensuring the suitability of client recommendations, and that they are in line with the clients’ financial goals, objectives and risk levels.
Ensuring non-solicited trades meet the client risk tolerance
Research portfolio allocation opportunities that align with the portfolio management principles of the advisor
Ensure a high level of client service by:
Preparing, analyzing, and presenting reports and recommendations to clients
Working with the Advisor to develop and distribute client communication and marketing pieces related to portfolio allocation and changes
Providing recommendations to Advisor for improvement of team business and portfolio management processes
Working closely with Team of Experts
Contribute to the effective functioning of the branch team by:
Developing into a leader on the team and within the branch by providing experience, direction, and expertise
Regularly reviewing practices to ensure business processes are streamlined and tasks are being completed and logged for tracking purposes
Building effective working relationships across the team and with various business line and corporate function contacts
Maintaining a high level of customer service
Facilitating a culture of open and honest communication
Encouraging the generation of new ideas and approaches
Do you have the skills required to be successful in the role? We'd love to work with you if you have:
3+ years of Investment Industry Experience
Experience in trading, systems, portfolio management.
Excellent written and verbal communication skills
Strong organizational skills
Ability to take initiative and work independently
Ability to meet deadlines
Understanding of industry and firm compliance regulations
In-depth industry knowledge
ACCREDITATIONS
Canadian Securities Course (CSC)
Conduct and Practices Handbook (CPH)
Wealth Management Essentials (WME) prior to enrolling in Registered Representative Training
Registered Representative Training (RRT)
Relevant licensing as required by the Advisor’s business
Completed Investment Associate Training Program (IATP)
CFA Level 1 & 2 completion considered an asset
Experience using Charles River Trading Platform an asset
What's In It For You?
- We believe in the importance of career growth therefore this role could lead to relationship management
- We recognize the importance of well-being and offer programs and benefits to support and sustain the mental and physical health of our employees and their families.
- We know that financial security is important to you and we’re here to help – competitive salaries and incentive programs, a defined contribution pension plan and an employee share option purchase program.
- We believe an inclusive and diverse work environment makes for happy and productive employees.
- We realize time away to recharge is a non-negotiable – we offer a generous paid time off program in which the benefits increase along with your tenure with ScotiaMcLeod. Our team environment ensures you’re able to take time off without worrying about your clients.
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. 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.
Please Note :
optimuspartners.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, optimuspartners.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.