Talent.com
Scotiabank
ScotiaMcLeod Lead Investment Advisor - Foundations Team - National BranchScotiabank • Toronto, ON, Canada
ScotiaMcLeod Lead Investment Advisor - Foundations Team - National Branch

ScotiaMcLeod Lead Investment Advisor - Foundations Team - National Branch

Scotiabank • Toronto, ON, Canada
Il y a plus de 30 jours
Type de contrat
  • Temps plein
Description de poste

ScotiaMcLeod Lead Investment Advisor - Foundations Team - National Branch

ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full‑service wealth management firm committed to helping clients grow and protect their wealth. The Lead Investment Advisor will support foundation relationships across Canada, providing high‑level client service and investment advice in line with each foundation’s objectives and regulatory requirements.

Responsibilities

  • 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.

Qualifications

  • 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 is considered an asset.

Benefits

  • 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.
  • Opportunity to join a forward‑thinking organization surrounded by a collaborative team of innovative thinkers.
  • Commitment to making a difference in communities for you and our clients.
  • 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.

Location: Canada – Ontario – Toronto.

Scotiabank is committed to creating and maintaining an inclusive and accessible environment for everyone. We value the unique skills and experiences each individual brings and encourage applicants who require accommodation during the recruitment process to contact our Recruitment team.

#J-18808-Ljbffr

Créer une alerte emploi pour cette recherche

ScotiaMcLeod Lead Investment Advisor - Foundations Team - National Branch • Toronto, ON, Canada

Offres similaires

Investment Advisor

RBC Dominion Securitiesaurora, york region, Canada
Temps plein

Grow your business, your way – with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours.Maybe you’ve dreamed of start... Voir plus

 • Offre sponsorisée

Branch Manager – Wealth Management (Toronto)

Capital Markets Advisors LLCToronto, ON, CA
Temps plein

PARTNER: Trading/Capital Markets/Wealth @ Capital Markets Advisors LLC brett.Competitive base + production income + performance bonus + long-term equity opportunity.An established, full-service inv... Voir plus

 • Offre sponsorisée

Associate Investment Advisor

Hunter MercantileToronto
Temps plein

This range is provided by Hunter Mercantile.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Direct message the job poster from Hunter Mercantile... Voir plus

 • Offre sponsorisée

Policy Advisor

CIRO / OCRIToronto, Ontario, Canada
Temps plein +1

Reporting to the Director of Financial and Operations Policy, the Policy Advisor is a member of the Member Regulation Policy Team (MRP) and is responsible for the development, drafting, review, and... Voir plus

 • Offre sponsorisée

Investment Lead

Beacon SoftwareToronto, ON, CA
Temps plein

Beacon is building the essential technology infrastructure for the everyday economy: the businesses, organizations, and services that make real life work, and that mainstream tech has largely left ... Voir plus

 • Offre sponsorisée

Investment Advisor

MercorToronto, ON, CA
Temps partiel

This range is provided by Mercor.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Financial Advisors to collaborate with a top AI research lab.In... Voir plus

 • Offre sponsorisée

Wealth Advisor

Nicola WealthToronto, ON, CA
Temps plein

About Nicola Wealth: We have a lot to be proud of at Nicola Wealth.Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 98% client r... Voir plus

 • Offre sponsorisée

Dynamic Investment Advisor with a Focus on Wealth Management

Ventum FinancialToronto, ON, CA
Temps plein

Become a pivotal Investment Advisor driving client success through expert wealth management strategies.Join an organization dedicated to high-quality service and innovative practices.In this role, ... Voir plus

 • Offre sponsorisée

Wealth Advisor

Connor, Clark & Lunn Private Capital Ltd. (CC&L)Toronto, ON, CA
Temps plein

Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make.Join one of Canada's largest independent and privately held discretionary investment managers a... Voir plus

 • Offre sponsorisée

ScotiaMcLeod Investment Associate - Toronto Plaza

ScotiabankToronto, Ontario, Canada
Temps plein

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... Voir plus

 • Offre sponsorisée

Remote Regional Financial Advisor - Atlantic Canada

CU Financial ManagementToronto, ON, CA
Télétravail
Temps plein

A financial services company in Atlantic Canada is seeking a passionate Regional Financial Advisor to provide virtual financial guidance.As part of the CU Wealth Essentials team, you will support m... Voir plus

 • Offre sponsorisée

Associate Investment Advisor

Richardson WealthToronto, ON, CA
Temps plein

We are looking for an Associate advisor and Operations Manager in our Toronto location managing client investments, relationships, initiating, implementing and maintaining operations with our advis... Voir plus

 • Offre sponsorisée

Senior Tax Advisory Manager: Lead Engagements & Strategy

Yeah! GlobalToronto, ON, CA
Temps plein

A growing tax advisory firm in Toronto is seeking a Senior Manager.This role involves leading client engagements, providing tax advisory services, and mentoring staff.Candidates should have over 8 ... Voir plus

 • Offre sponsorisée

Private Client Advisor / Wealth Advisor /Investment Specialist

TalentSphere Staffing SolutionsToronto, ON, CA
Temps plein

Private Client Advisor / Wealth Advisor / Investment Specialist.Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth).Industry: Financial... Voir plus

 • Offre sponsorisée

Dynamic Investment Advisor With A Focus On Wealth Management

Ventum FinancialToronto, Canada
Temps plein

Become a pivotal Investment Advisor driving client success through expert wealth management strategies.Join an organization dedicated to high-quality service and innovative practices.In this role, ... Voir plus

 • Offre sponsorisée

Client-Focused Investment Advisor

Tangerine BankToronto, ON, CA
Temps plein

Step into a Client-Focused Investment Advisor role at Tangerine.Deliver unique investment solutions and empower Canadians to achieve their financial goals through exceptional service.In this Level ... Voir plus

 • Offre sponsorisée

Regional Financial Advisor (Virtual)

CU Financial ManagementToronto, ON, CA
Temps plein

People-Oriented Leader & Strategic Operations Manager at CU Financial Management Ltd.Whether you’re just starting out, building your wealth, running a business, planning for retirement or want to l... Voir plus

 • Offre sponsorisée

Developing Investment Advisor - Markham

The Toronto-Dominion Bank (Canada)Markham, ON, CA
Temps plein

Location: Markham, Ontario, Canada.Pay range: $50,000–$100,000 CAD base plus commission.We are hiring Developing Investment Advisors into our Developing Investment Advisor Program.This program offe... Voir plus

 • Offre sponsorisée

Canada Alternatives Investment Leader

MercerToronto, ON, CA
Temps plein

We are seeking a talented individual to join our Alternatives team at Mercer.This role will be based in one of our Canada offices, with a preference for Toronto or Montreal.This is a hybrid role th... Voir plus

 • Offre sponsorisée

Senior Wealth & Tax Advisory Lead (Hybrid, Vancouver) - C$130,000 - C$170,000 A Year

A leading advisory firmToronto County, Canada
Temps plein

Lead wealth and tax advisory services for high-net-worth families, focusing on Canadian tax planning, optimization, and succession. Voir plus