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Scotiamcleod Investment Associate Jobs

Associate/Senior Associate Investment Research Active Equities
By CPP Investments | Investissements RPC At Toronto, Ontario, Canada
Participate in meetings with the management of public corporations, industry experts and analyst calls
Advanced university degree in Engineering/Computer Science/Mathematics/Statistics or other quantitative field preferred, combined with an education in business (accounting/finance)
Strong research, analytical, financial modeling, valuation, problem solving skills and ability to think creatively
Solid verbal and written communication skills
Diverse and inspiring colleagues and approachable leaders
Stimulating work in a fast-paced, intellectually challenging environment
Investment And Strategy Associate
By Constellation Software Inc. At Toronto, Ontario, Canada
3+ years of experience in transaction advisory/corporate finance, private equity, or management consulting with an interest in investing and operations.
Work with our acquisition sourcing teams to review lead ownership and lead management.
Exposure to the software industry and CPA/CFA are benefits, but not requirements.
Identify attractive acquisition targets and coordinate outreach to company owners. Build and manage a funnel of investment opportunities from scratch.
Demonstrable experience of being proactive and initiating new ideas in your current/former roles.
Excellent undergraduate academic performance (Business/Finance degree preferred).
Scotiamcleod Administrative Support Assistant - Rosedale [Scotiabank]
By CareerBeacon At Toronto, Ontario, Canada
Meticulous attention to detail and excellent time management skills
Experience in the securities industry
Learning and Development – free access to Scotia Academy to upskill and develop your skills
Do You Have The Skills
Be responsible for onboarding new client relationships through digital account opening and documentation administration
Process client requests, account transfers, deposits, withdrawals and payments, requests for tax receipts and account reporting
Investment Analyst/Associate Jobs
By Kassen Recruitment At Toronto, Ontario, Canada
Previous experience or internships within investment banking, finance, or related fields is preferred.
Assist in the creation of compelling marketing materials, prospectuses, and offering memoranda.
Coordinate and manage data rooms, maintaining accuracy and confidentiality of sensitive information.
Bachelor's degree in Finance, Business, Economics, or a related field.
Strong academic record with a demonstrated understanding of finance, accounting, and financial modeling.
Excellent analytical skills with a keen attention to detail.
Associate Investment Advisor Jobs
By CIBC At Toronto, Ontario, Canada
You put our clients first. You have strong relationship building skills and can problem solve client needs efficiently and effectively.
You are educated. You have a university degree within a related field/Industry related designation and/or relevant experience.
Investing - Develop investment plans and written proposals for prospects and clients. Analyze information/trends and apply it to individual client circumstances.
You act like an owner. You thrive when you're empowered to take the lead, go beyond, and deliver results.
You’re a certified professional. You have current accreditation and good standing with the Canadian Securities Course and current Registered Representative status.
Values matter to you. You bring your real self to work, and you live our values – trust, teamwork, and accountability.
Junior Investment Associate Jobs
By Manulife Securities Incorporated (Saint-Leonard Branch) At Montreal, Quebec, Canada

Investment Advisor Mentorship Program This position is for you if… You are an entrepreneur at heart. You don't fully fit in the traditional corporate environment. You are attracted to the possibility ...

Investment Operations Associate Jobs
By dentsu At Toronto, Ontario, Canada
Have strong time management skills in order to monitor high volume of transactions
Knowledge and proven experience with budgeting and cost control principles
Maintain client reporting requirements and generate reporting templates in accordance with requirements
Relevant work experience in client services or media operations
Advanced knowledge of Excel required
Experience with new system implementation and system integration will be an asset
Scotiamcleod Administrative Assistant - Calgary [Scotiabank]
By CareerBeacon At Calgary, Alberta, Canada
Excellent written and verbal communication skills
Knowledge of Microsoft systems: Word, Excel and PowerPoint
Secondary education considered an asset
Arrange client meetings including preparing materials and scheduling
Respond to client inquiries & requests
Maintain client files and assist in writing letters and proposals
Associate Investment Advisor Jobs
By Vaughn Wealth Management | iA Private Wealth Inc At Port Moody, British Columbia, Canada
As an Associate Investment Advisor your key experiences and qualifications will include:
First and foremost, this individual must be enthusiastic about building a career within the wealth management industry.
Motivated to build a career in the wealth management industry.
As an Associate Investment Advisor your primary Responsibilities will include:
Help ensure that all client information and regulatory requirements are up to date and current.
Working with the Portfolio Manager to develop client communications and marketing pieces.
Investment Associate Jobs
By Stankevicius At Greater Montreal Metropolitan Area, Canada
Bachelor's degree or equivalent experience
3 - 4 years' prior industry related business development experience
Strong communication and interpersonal skills
Proven knowledge and execution of successful development strategies
Develop new relationships in an effort to grow business and help company expand
Think critically when planning to assure project success
Associate, Investment Analytics Jobs
By RBC Wealth Management At Toronto, Ontario, Canada
Learn the business as usual for performance and risk management to support our investment committees.
Bachelor’s Degree in Commerce, Finance, Economics, Computer Science or related quantitative discipline (e.g., Engineering, Physics, Mathematics, Statistics)
Experience/interest in performance reporting and analysis.
Experience/interest in risk reporting and analysis
Pursuing/interest in Chartered Financial Analyst or other finance/risk training or designation.
Knowledge of SQL and at least one programming language (Python, R, Matlab, C, C#, Java, etc).
Scotiamcleod Administrative Associate - Oakville, Ontario [Scotiabank]
By CareerBeacon At Oakville, Ontario, Canada
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
Associate, Investment Structure Management
By CPP Investments | Investissements RPC At Toronto, Ontario, Canada
A self-starter who works well independently and under pressure with excellent time management skills and the ability to prioritize tasks effectively.
Assist with workstreams relating to CPP Investments’ legal entity management system functionalities
Minimum 5-7 years of related work experience (e.g. finance, consulting, private equity, accounting firm etc.)
A flexible/hybrid work environment combining in office collaboration and remote working
Assist in collaborating with internal and external stakeholders to define roles and responsibilities of all stakeholders throughout the investment lifecycle
Support the Manager in the pre-close/structuring and ongoing maintenance of new investments, exits and restructurings, which includes:
Scotiamcleod Administrative Associate - West Vancouver
By Scotiabank At West Vancouver, British Columbia, Canada
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
Investment Associate Jobs
By Valsef Group At Montreal, Quebec, Canada
Minimum 1 year of experience in private equity, asset management, investment research, investment banking and/or capital markets setting
Investment management and value addition in portfolio companies in line with the Company’s value add framework and investment approach
Successful completion of an undergrad in Finance, Economic with strong quantitative background and analytical skills
Exceptional analytical and quantitative skills, with the ability to conduct financial analysis, model complex scenarios, and interpret data effectively
Problem-solving skills and an ability to create innovative investment solutions / structures
Excellent verbal and written communication skills
Investment Specialist Associate - Maple Ridge/Pitt Meadows
By Scotiabank At Pitt Meadows, British Columbia, Canada
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.
Investment Specialist Associate - Toronto, On [Scotiabank]
By CareerBeacon At Toronto, Ontario, Canada
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.
Investment Associate Jobs
By MIDDLEFIELD At Toronto, Ontario, Canada
Excellent time management skills with commitment to meeting deadlines
Liaise with sell-side contacts and engage with companies and senior management teams to gather insights
Attend conferences and relay important findings to the portfolio management team
Build models to improve work flow & efficiency for portfolio management and research-related tasks
Work closely with the Chief Investment Officer and Portfolio Managers to deliver meaningful insights and expertise on dividend-paying equities
Exceptional analytical, writing, oral communication, presentation and interpersonal skills
Senior Associate - Investment Operations
By BMO At Toronto, Ontario, Canada
Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
Broader work or accountabilities may be assigned as needed. Qualifications:
Knowledge and experience using relevant systems and technology – Good.
Knowledge of the risk and regulatory requirements of the business – Good.
Provides accurate, consistent, and knowledgeable responses to internal/external stakeholder questions and requests.
Knowledge and understanding of the business unit’s key products and services, processes and controls – Good.
Investment Associate Jobs
By Spring Investing Collective At Canada
Have communication experience with profiles such as investors, board members or senior management
Build resources and processes for member management from onboarding through their membership journey
Process management of the deal intake, screening, and review process for early stage impact startups seeking to present to the network
Support the design and delivery of educational resources for investors based on feedback from the community
Have experience with CRM systems (ideally HubSpot), Notion, Slack, and GSuite
Have broad experience with the early stage venture ecosystem and language of the industry