Title: ScotiaMcLeod Investment Advisor - National Branch, Toronto Requisition ID: ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm founded in 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 signatureEnriched 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 DoingResponsible for successfully completing all client documentation is transferred from original branchAdhere to branch protocol when providing investment advice to clients to help meet investment objectivesManage existing client relationships and actively promote the products and servicesAdhere to all firm and regulatory policies by remaining up to date with regulatory rules and trading activitiesDisplay a high level of integrity and professionalism in all dealings with internal and external clientsActively share knowledge and experience to enhance development of the team and participate in meetingsRequirementsApproval as a Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO)A clear understanding of all industry and firm compliance regulationsStrong self-management and results orientation as the role has many administrative dutiesProficiency in ScotiaMcLeod trading and account management systems considered an assetBenefitsA rewarding career path and support towards your professional development and growthIn-depth training and coaching to help you succeed in the roleCompetitive compensation package along with flexible benefits, performance bonus, and Employee Share Ownership PlanBe a part of and contribute to a culture of inclusion, diversity, and potentialLocation: Toronto, Ontario, CanadaAt 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.#J-18808-Ljbffr
Scotiamcleod Investment Advisor - National Branch, Toronto
SCOTIABANK
toronto, toronto
Published 24 days ago
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