ScotiaMcLeod Investment Associate - St. Catharines

Only for registered members St. Catharines, Canada

1 month ago

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Job summary

As an Investment Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to business development and sales related activities.


Responsibilities

  • Identify new business opportunities to gather additional assets and/or increase revenue
  • Utilize your in-depth knowledge of products and services to identify new opportunities within the existing client base
  • Work with Advisor and Total Wealth Specialists to deepen client relationships through total wealth planning

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