Our signature Enriched Thinking approach brings together investment, wealth planning, and advisory ... BRIEF INTRODUCTION As a Business Development Associate, you will work with an Advisor to support ...
Our signature Enriched Thinking approach brings together investment, wealth planning, and advisory ... BRIEF INTRODUCTION As a Business Development Associate, you will work with an Advisor to support ...
Real Assets, Infrastructure Project Finance, Manager
CA$84K - CA$134K/yr
Line of Service Advisory Industry/Sector Not Applicable Specialism Capital Projects Management ... Train, coach, and review work completed by Associates and Senior Associates across multiple ...
Real Assets, Infrastructure Project Finance, Manager
CA$84K - CA$134K/yr
Line of Service Advisory Industry/Sector Not Applicable Specialism Capital Projects Management ... Train, coach, and review work completed by Associates and Senior Associates across multiple ...
Our signature Enriched Thinking approach brings together investment, wealth planning, and advisory ... BRIEF INTRODUCTION As a Senior Financial Planning Associate, you will support an Advisor in Total ...
Our signature Enriched Thinking approach brings together investment, wealth planning, and advisory ... BRIEF INTRODUCTION As a Senior Financial Planning Associate, you will support an Advisor in Total ...
Business Solutions Coordinator (Contract and permanent positions)
London, ON · On-site
CA$43K - CA$68K/yr
Permanent Full Time - We are looking for a Business Support Associate, Investment & Retirement Solutions, for our Freedom Experience team within Client Advisory Services. The Investment & Retirement ...
Business Solutions Coordinator (Contract and permanent positions)
London, ON · On-site
CA$43K - CA$68K/yr
Permanent Full Time - We are looking for a Business Support Associate, Investment & Retirement Solutions, for our Freedom Experience team within Client Advisory Services. The Investment & Retirement ...
Hybrid work options ` How you'll make an impact As a Senior Relationship Management Associate ... or advisory setting * Experience working collaboratively across teams to achieve alignment and ...
Hybrid work options ` How you'll make an impact As a Senior Relationship Management Associate ... or advisory setting * Experience working collaboratively across teams to achieve alignment and ...
Hybrid work options ` How you'll make an impact As a Senior Relationship Management Associate ... or advisory setting * Experience working collaboratively across teams to achieve alignment and ...
Hybrid work options ` How you'll make an impact As a Senior Relationship Management Associate ... or advisory setting * Experience working collaboratively across teams to achieve alignment and ...
Hybrid work options ` How you'll make an impact As a Senior Relationship Management Associate ... or advisory setting * Experience working collaboratively across teams to achieve alignment and ...
Hybrid work options ` How you'll make an impact As a Senior Relationship Management Associate ... or advisory setting * Experience working collaboratively across teams to achieve alignment and ...
Hybrid work options ` How you'll make an impact As a Senior Relationship Management Associate ... or advisory setting * Experience working collaboratively across teams to achieve alignment and ...
Hybrid work options ` How you'll make an impact As a Senior Relationship Management Associate ... or advisory setting * Experience working collaboratively across teams to achieve alignment and ...
Burnside & Associates Limited (Burnside) is seeking a knowledgeable, resultsdriven, and ... Burnside's Road Needs and Asset Management teams provide strategic advisory services to ...
Burnside & Associates Limited (Burnside) is seeking a knowledgeable, resultsdriven, and ... Burnside's Road Needs and Asset Management teams provide strategic advisory services to ...
Director Commercial Banking
London, ON · On-site
Reporting to Associate Vice-President, you will manage a portfolio of clients covering the London ... You can access personalized training content on such topics as banking solutions and the advisory ...
Director Commercial Banking
London, ON · On-site
Reporting to Associate Vice-President, you will manage a portfolio of clients covering the London ... You can access personalized training content on such topics as banking solutions and the advisory ...
Reporting to Associate Vice-President, you will manage a portfolio of clients covering the London ... You can access personalized training content on such topics as banking solutions and the advisory ...
Reporting to Associate Vice-President, you will manage a portfolio of clients covering the London ... You can access personalized training content on such topics as banking solutions and the advisory ...
Senior Business Management Specialist
London, ON · On-site
CA$136K - CA$163K/yr
Senior Manager, AI Strategy and Planning Summary Reporting to the Associate Vice President, AI2 ... Executive Advisory & Decision Support * Partner with senior executives and business leaders to ...
Senior Business Management Specialist
London, ON · On-site
CA$136K - CA$163K/yr
Senior Manager, AI Strategy and Planning Summary Reporting to the Associate Vice President, AI2 ... Executive Advisory & Decision Support * Partner with senior executives and business leaders to ...
Senior Data Engineer (Databricks Focused)
CA$84K - CA$128K/yr
... Advisory Services practice. This net new role blends technical leadership with hands-on data ... Azure Data Engineer Associate. * Experience with data governance, data security, and compliance ...
Senior Data Engineer (Databricks Focused)
CA$84K - CA$128K/yr
... Advisory Services practice. This net new role blends technical leadership with hands-on data ... Azure Data Engineer Associate. * Experience with data governance, data security, and compliance ...
Advisory Associate information
What is an advisory associate?
What skills and qualifications are needed to thrive as an advisory associate?
What are common challenges advisory associates face when managing multiple client projects simultaneously?
What is the difference between Advisory Associate vs Financial Analyst?
| Aspect | Advisory Associate | Financial Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree, relevant certifications (e.g., CFA, CFP) | Bachelor's degree, often CFA or related certifications |
| Work Environment | Client-facing, consulting, financial advisory firms | Corporate finance, investment banks, or asset management |
| Employer & Industry Usage | Financial advisory, wealth management, consulting | Finance, banking, investment firms |
| Common Search & Comparison | Yes | Yes |
Advisory Associates typically work in client-facing roles within financial advisory or consulting firms, focusing on providing strategic advice. Financial Analysts often work in corporate finance or investment settings, analyzing data to support investment decisions. While both roles require similar credentials and industry knowledge, their work environments and client interaction levels differ.

Contractor
Retirement
Posted 13 days ago
Job description
Requisition ID: 269331
ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we're committed to helping clients grow and protect their wealth by understanding their complete financial picture-life, family, business, and future.Â
Our signature Enriched Thinking approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions. You'll be supported by an innovative, team-based environment that values integrity, client focus, and continuous growth.
At ScotiaMcLeod, you're not just building a career-you're joining a firm where ideas spark, collaboration thrives, and you're empowered to reach your full potential while making a real impact in your clients' lives.
BRIEF INTRODUCTIONÂ
As a Business Development Associate, you will work with an Advisor to support growth through prospecting and developing new client relationships.
IS THIS ROLE RIGHT FOR YOUÂ
In the role you will:Â
- Create and strengthen prospecting relationships by developing business development campaigns such as coordinating seminars, drafting print & electronic media campaigns, etc.
- Build new relationships via client referrals, lead lists, cold calling, etc. to add to existing prospecting list
- Prepare client proposals and/or service agreements
- Track prospects through client management system
- Facilitate account opening through the gathering of information and required documentation
- Work with Advisor and Total Wealth Specialists to deepen client relationships through total wealth planningÂ
DO YOU HAVE THE SKILLSÂ
We would love to work with you if you have:Â
- Strong negotiation and influencing skills
- Self-motivation and are driven to exceed goals
- Experience in the securities industryÂ
- Excellent verbal and written communication skills Â
- Meticulous attention to detail and excellent time management skillsÂ
- Exceptional client service skills, providing a professional and respectful experienceÂ
WHATS IN IT FOR YOUÂ
- Competitive Compensation and Benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan and favourable employee rates for employee bankingÂ
- The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers Â
- An organization committed to making a difference in our communities- for you and our clientsÂ
- An inclusive working environment that encourages creativity, curiosity and celebrates success Â
- Learning and Development - via Scotia Academy, a virtual learning experience to upskill and develop your skills at work or from your personal deviceÂ
#SWM
Location(s): Â Canada : Ontario : London (ON)Â
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. Â
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.
About Scotiabank
Sourced by ZipRecruiter
Industry
Banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
New York, NY, US