Scotiamcleod Investment Associate Jobs

A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.

An understanding of the Brokerage / Wealth Management and Online Brokerage environments.

Post-secondary education in Business or related field

Highly effective verbal and written communication skills.

Ability to provide an excellent client experience without going to the branch.

Developing and implementing a structured business development strategy.

Following up on outstanding New Issue tickets and escalating to management as required

Completing all non online account management (OAM) functions including address changes and shareholder communication information

Encouraging the generation of new ideas and approaches Actively sharing knowledge and experience to enhance the development of all team members

Manage all banking functions by:

Manage all non-trade functions by:

Manage all name and address functions by:

Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.

Exceptional written and verbal communication skills

4 years or more of professional experience within investment industry

Meticulous attention to detail and strong problem solving and analytical skills

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

Execute model portfolio changes (Trading Execution)

Ensure that all actions taken meet RBC Phillips, Hager & North Investment Counsel and industry compliance requirements

Exceptional written and verbal communication skills

Minimum of 5 years of professional experience within the investment industry

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

Opportunities to take on progressively greater accountabilities

Develop internal and external referral networks

A seasoned investment professional with experience managing segregated portfolios

A polished communicator with direct experience advising ultra-high net worth families

Advanced Excel skills, and confidence with Python and Bloomberg an asset

A leading practice catering to the unique needs of ultra-high net worth enterprising families

A growing multidisciplinary team of 7 professionals with a fun, can-do attitude

Core values include the power of collaboration, driving for simplicity in complexity and fearless transparency

Experience working in banking industry, preferably within full-service brokerage

Solid understanding of industry and firm’s compliance regulations & requirements

Excellent verbal & written communication skills

Strong organizational skills, ability to prioritize, and a keen attention to detail

Competitive compensation package along with flexible benefits, performance bonus, and Employee Share Ownership Plan

Provide and maintain a high level of customer service and effectively build working relationships with business partners

Collaboration Management: Oversee collaboration efforts with partners, ensuring joint projects are executed effectively and that mutual benefits are maximized

Contribute to the entire project lifecycle including: due diligence performance, negotiation and post-investment management

Excellent communication and presentation skills, with the ability to represent the company effectively to external partners

Market Analysis: Stay updated on the latest developments, trends, and opportunities in the Web3, blockchain, and decentralized technology sectors

Business Development: Identify and pursue new business opportunities in the Web3 space. This could include new markets, products, or services

Event Participation: Represent the company at relevant industry events, webinars, and conferences, driving brand awareness and networking with potential partners

·Salary based on Qualifications, Experience and Location ($60,000 -$75,000)

oExperience working directly with clients in an Advisory capacity

oIn depth knowledge of Stocks, Bonds & Mutual Funds

oKnowledge of the KYP process & Peer Analysis

Robertson Private Wealth Counsel, iA Private Wealth

We are growing our Team!

A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.

An understanding of the Brokerage / Wealth Management and Online Brokerage environments.

Post-secondary education in Business or related field

Highly effective verbal and written communication skills.

Ability to provide an excellent client experience without going to the branch.

Developing and implementing a structured business development strategy.

A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.

An understanding of the Brokerage / Wealth Management and Online Brokerage environments.

Post-secondary education in Business or related field

Highly effective verbal and written communication skills.

Ability to provide an excellent client experience without going to the branch.

Developing and implementing a structured business development strategy.

Experience working in banking industry, preferably within full-service brokerage

Solid understanding of industry and firm’s compliance regulations & requirements

Excellent verbal & written communication skills

Strong organizational skills, ability to prioritize, and a keen attention to detail

Competitive compensation package along with flexible benefits, performance bonus, and Employee Share Ownership Plan

Provide and maintain a high level of customer service and effectively build working relationships with business partners

A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.

An understanding of the Brokerage / Wealth Management and Online Brokerage environments.

Post-secondary education in Business or related field

Highly effective verbal and written communication skills.

Ability to provide an excellent client experience without going to the branch.

Developing and implementing a structured business development strategy.

Min. 2 years related work experience (such as private equity, investment banking, or M&A advisory or corporate development)

Candidates’ level will be assessed through standard assessments, those with less experience will be considered for an Analyst position

Solid financial modelling (LBO/DCF) and valuation skills

Very strong analytical and quantitative skills and ability to perform in-depth, creative, critical analysis

Experience in the investment process, including conducting due diligence, arranging debt financing and, preparing CIMs or investment memorandums, negotiating documentation, etc.

Ability to develop a good knowledge of the economic/business characteristics, conditions and trends of a broad range of industries

Experience working in banking industry, preferably within full-service brokerage

Solid understanding of industry and firm’s compliance regulations & requirements

Excellent verbal & written communication skills

Strong organizational skills, ability to prioritize, and a keen attention to detail

Competitive compensation package along with flexible benefits, performance bonus, and Employee Share Ownership Plan

Provide and maintain a high level of customer service and effectively build working relationships with business partners

A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.

An understanding of the Brokerage / Wealth Management and Online Brokerage environments.

Post-secondary education in Business or related field

Highly effective verbal and written communication skills.

Ability to provide an excellent client experience without going to the branch.

Developing and implementing a structured business development strategy.

Min. 3+ years related work experience in asset management, equity research, investment banking or similar roles at leading firms

Actively participate in meetings with healthcare company management teams and outside experts

Analyze and evaluate potential investment opportunities within healthcare (including therapeutics, life sciences tools, medtech and managed care)

Very strong analytical and quantitative skills and proven understanding of fundamental investment analysis

Special emphasis on accounting, valuation and financial modelling skills

Excellent communications skills, both oral and written

Is this role for you? In this role you will:

Generate Sales Or Revenue By

Ensure a High Level Of Client Service By

Coordinate And Execute On Business Development By

Contribute to the effective functioning of the branch team by:

We'd Love To Work With You If You Have

Experience working in banking industry, preferably within full-service brokerage

Solid understanding of industry and firm’s compliance regulations & requirements

Excellent verbal & written communication skills

Strong organizational skills, ability to prioritize, and a keen attention to detail

Competitive compensation package along with flexible benefits, performance bonus, and Employee Share Ownership Plan

Provide and maintain a high level of customer service and effectively build working relationships with business partners

Following up on outstanding New Issue tickets and escalating to management as required

Completing all non online account management (OAM) functions including address changes and shareholder communication information

Encouraging the generation of new ideas and approaches Actively sharing knowledge and experience to enhance the development of all team members

Manage all banking functions by:

Manage all non-trade functions by:

Manage all name and address functions by:

Want to learn about money and share that knowledge with the world

No experience in financial services is necessary

Willing to obtain Life Insurance license

Want to be a part of a winning team

Are leaders who want to help others

Have a strong desire to make a massive impact on the world