ScotiaMcLeod Investment Advisor - National Branch (Toronto)

Requisition ID: 250383

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.

Purpose:

As the Investment Advisor you are responsible for ensuring clients have a smooth transition to the National Branch.

What You’ll be Doing:

• Responsible for successfully completing all client documentation is transferred from original branch
• Adhere to branch protocol when providing investment advice to clients to help meet investment objectives
• Manage existing client relationships and actively promote the products and services
• Adhere to all firm and regulatory policies by remaining up to date with regulatory rules and trading activities
• Display a high level of integrity and professionalism in all dealings with internal and external clients
• Actively share knowledge and experience to enhance development of the team and participate in meetings

Do you have the requirements for the role?

We'd love to work with you if you have:

• Approval as a Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO)
• Excellent communication skills & client service focused
• Superior time management & organizational skills
• A clear understanding of all industry and firm compliance regulations
• Strong self-management and results orientation as the role has many administrative duties
• Proficiency in ScotiaMcLeod trading and account management systems considered an asset

What’s in it for you?

• A rewarding career path and support towards your professional development and growth
• In-depth training and coaching to help you succeed in the role
• Competitive compensation package along with flexible benefits, performance bonus, and Employee Share Ownership Plan
• Be a part of and contribute to a culture of inclusion, diversity, and potential

#SWM #LI-Onsite #LI-HA1