Location
montreal
Posted
June 06, 2026
Commute
Local Area
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Job Description
Elevate your career as an Investment Associate with ScotiaMcLeod in Montreal, Quebec, where personalized wealth management is the focus. Leverage your experience to identify business opportunities and deepen client relationships.
In this integral role within Scotia Wealth Managementยฎ, you will collaborate with Advisors and Total Wealth Specialists to enhance client connections. Your responsibilities include analyzing reports, identifying revenue growth opportunities, and leading junior associates while ensuring streamlined administrative practices.
Key Responsibilities:
โข Identify new business opportunities to gather assets
โข Analyze and present investment reports and recommendations
โข Collaborate with Advisors for deeper client relationships
โข Coach and direct junior associates in the branch
โข Ensure streamlined administrative processes and task tracking
Requirements:
โข Experience in the securities industry
...
In this integral role within Scotia Wealth Managementยฎ, you will collaborate with Advisors and Total Wealth Specialists to enhance client connections. Your responsibilities include analyzing reports, identifying revenue growth opportunities, and leading junior associates while ensuring streamlined administrative practices.
Key Responsibilities:
โข Identify new business opportunities to gather assets
โข Analyze and present investment reports and recommendations
โข Collaborate with Advisors for deeper client relationships
โข Coach and direct junior associates in the branch
โข Ensure streamlined administrative processes and task tracking
Requirements:
โข Experience in the securities industry
...