ScotiaMcLeod Lead Investment Advisor - National Branch
Scotiabank · Toronto, Canada · 1d ago
Requisition ID: 268490
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.
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.
INTRODUCTION
We’re looking for a Lead Investment Advisor to join the Foundations Team, supporting foundation relationships across Canada through thoughtful investment advice, strong service, and a client-first approach. In this role, you’ll help onboard foundation clients, ensure investment strategies are aligned to their objectives, and work closely with internal partners to deliver a seamless experience.
WHAT YOU’LL BE DOING
- Provide a high level of service to foundation clients by responding to inquiries, processing requests, and ensuring documentation is completed accurately and on time.
- Deliver sound investment advice aligned to each foundation’s objectives, risk profile, and regulatory requirements.
- Support the onboarding of new foundation relationships and maintain strong ongoing relationships with clients, trading authorities, donors, and internal partners.
- Identify opportunities to deepen relationships, grow assets, and connect clients with appropriate Scotia partners.
- Contribute to a collaborative team environment by sharing knowledge, supporting colleagues, and helping maintain a strong client service culture.
DO YOU HAVE THE SKILLS?
- Licensed as a Registered Representative under CIRO, with 5–7 years of experience in a sales, relationship management, investment advisory, or account management role.
- Strong understanding of investment advice, client service, account administration, and regulatory requirements.
- Proven ability to build trusted relationships with clients and internal partners while managing competing priorities in a fast-paced environment.
- Excellent communication, organization, and problem-solving skills, with a high level of professionalism and integrity.
- Experience with financial planning, professional designations such as CFP, insurance licensing, university education, or advanced French language skills would be considered an asset.
WHAT’S 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.