Jobs in Vaughan

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Within 25 km of Vaughan

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Scotiabank

ScotiaMcLeod Investment Associate - Toronto

Toronto, ON, M2N 6K1, Canada

Within 25 km of Vaughan · About 10.4 km from the city centre

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Job details

Posted: Oct 30, 2026

Original job description

Requisition ID: 277993

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

BRIEF INTRODUCTION

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.

IS THIS ROLE RIGHT FOR YOU

In the role you will:

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

Prepare, analyze, and present reports and recommendations to clients

Work with the Advisor to develop and distribute client communication and marketing pieces

Act as a leader to other associates on the team and within the branch by providing direction and coaching

Regularly review practices to ensure administrative processes are streamlined and administrative tasks being completed and logged for tracking purposes

DO YOU HAVE THE SKILLS

We would love to work with you if you have:

Experience in the securities industry

Approval as a Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO)

Excellent verbal and written communication skills

Meticulous attention to detail and excellent time management skills

Exceptional client service skills, providing a professional and respectful experience

WHATS IN IT FOR YOU

Competitive Compensation and Benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan and favourable employee rates for employee banking

The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers

An organization committed to making a difference in our communities– for you and our clients

An inclusive working environment that encourages creativity, curiosity and celebrates success

Learning and Development – via Scotia Academy, a virtual learning experience to upskill and develop your skills at work or from your personal device

#SWM

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. If you require technical assistance, please click here. 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.

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More about this job

Responsibilities

The Investment Associate will support a Wealth Advisor in managing client relationships and driving business development activities. They are responsible for preparing client reports, coordinating marketing efforts, and providing leadership to team members.

Requirements

Candidates must have experience in the securities industry and hold a Registered Representative (RR) approval with the Canadian Investment Regulatory Organization (CIRO). Strong communication, organizational, and client service skills are essential for this role.

Skills

Securities industry knowledge
Client service
Business development
Sales
Wealth planning
Report analysis
Client communication
Marketing
Leadership
Coaching
Administrative processes
Time management
Verbal communication
Written communication
Attention to detail

Benefits

Annual incentive plans
Time off entitlements
Pension Plan
Employee Share Ownership Plan
Favourable employee banking rates

Visa sponsorship

Not detected in the job text

Keywords

Investment Associate
Wealth Management
Securities Industry
CIRO
Registered Representative
Business Development
Client Service
Wealth Planning
Financial Reporting
Marketing
Leadership
Administrative Tasks
Time Management
Communication Skills
Scotiabank
ScotiaMcLeod
Financial Services
Banking
Investment

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