IIA Investment Associate, Global Wealth Management (Portuguese/ English)

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

Purpose Contributes to the overall success of ScotiaMcLeod in Canada ensuring specific individual goals, plans, Initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

Accountabilities

Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.

Generate sales or revenue by identifying new business opportunities to gather additional assets and/or increase revenue, having targeted revenue levels for a segment of the book, utilizing an in‑depth knowledge of products and services to identify new opportunities within the existing client base, ensuring the suitability of client recommendations, and that they are in line with the cli...