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The Investment Associate provides advanced trading and client service support to Scotia iTRADE’s High Value and highly active trader client segment. This role requires specialized expertise in equity and derivatives markets, including the execution and management of single‑and multi‑legged options strategies, and the ability to apply complex risk, margin, and regulatory considerations in real time.
The incumbent engages with clients on high‑complexity inquiries and transactions, often involving significant financial exposure and time‑sensitive decision‑making. This requires a deep understanding of options pricing, volatility, margin requirements, and risk/reward profiles, as well as the ability to clearly explain advanced trading concepts to sophisticated investors.