ScotiaMcLeod Investment Advisor

Scotiabank

Toronto, ON

Job description

Requisition ID: 275320

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

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.

We are committed to hiring military and Veteran spouses and encourage you to identify your connection with the MSEN when reaching out to us or applying to any of our open roles.

Have questions or want to learn more about us? We would love to hear from you!

rochelle.mendonca@scotiabank.com

Whenever possible, reach out to a named contact rather than a general inbox - it helps ensure a quicker, more personalized response. If you hit a bounce-back, let us know at

employment.Emploi@cfmws.com

About Scotiabank

The Scotiabank Veterans Network (SVN) is committed to supporting veterans, reservists, and military spouses by recognizing and valuing their unique skills and experiences. As a military-friendly employer, Scotiabank actively promotes the integration of veterans into civilian careers by offering a wide range of employment opportunities across the Bank. SVN plays a key role in this effort, leading initiatives such as a mentorship program designed to support both current and transitioning veterans.

The team was instrumental in driving recent enhancements to Scotiabank’s reservist leave policy and organized the inaugural Valour and Vision Expo in Q4 2024, where industry leaders pledged to support veterans entering the civilian workforce. In February 2025, Scotiabank proudly served as the lead Banking Sponsor of the Invictus Games, an international multi-sport event that aids in the rehabilitation of wounded, injured, and ill service members—both active and retired.

Additionally, SVN hosts a variety of events throughout the year, including leadership symposiums and annual Remembrance Day ceremonies, to honor and support the military community.

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