Scotiabank

ScotiaMcLeod Lead Investment Advisor - Foundations Team - National Branch

Scotiabank$90K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Licensed Registered Representative under CIRO
  • 5-7 years in sales, relationship management, investment advisory, or account management
  • Strong understanding of investment advice and regulatory requirements
  • Proven ability to build trusted client relationships
  • Excellent communication, organization, and problem-solving skills
  • Experience with financial planning and professional designations such as CFP is a plus

Responsibilities

  • Provide exceptional service by responding to inquiries and processing requests
  • Deliver investment advice aligned with foundation objectives and risk profiles
  • Support the onboarding of new foundation relationships
  • Maintain strong relationships with clients and internal partners
  • Identify opportunities to deepen client relationships and grow assets
  • Contribute to a collaborative team environment focusing on client service

Benefits

  • Competitive Compensation and Benefits package
  • Annual incentive plans and time off entitlements
  • Pension Plan and Employee Share Ownership Plan
  • Favourable employee rates for employee banking
  • Access to continuous learning and development opportunities through Scotia Academy
  • Inclusive working environment that encourages creativity and curiosity
Full Job Description
Requisition ID: 268490

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

About Scotiabank

Scotiabankers are committed to helping individuals, companies, and communities to thrive in a changing world. From personal and business banking, brokerage, and insurance, to private wealth, and the most sophisticated commercial, corporate and institutional services, they serve the diverse needs of some 21 million customers in more than 55 countries. Founded in 1832 in Halifax, Nova Scotia, their growth has always been fuelled by the success of their customers and their longevity secured by an unshakable commitment to carefully and expertly managing risk and capital. That focus on doing what's right for customers—short- andlong-term—has made us a global financial services leader. Headquartered in Canada, they are over 86, 000 Scotiabankers strong. Each of us are committed to being the best at understanding their customers' needs and all of us working together to deliver practical advice and relevant solutions that help their customers become financially better off.

Scotiabank Careers

Join Scotiabank, a premier financial institution, and become part of a diverse and inclusive team that’s leading the way in global banking. At Scotiabank, we offer more than just job opportunities; we provide a platform for professional growth and innovation in the financial services industry.

Work You’ll Do

At Scotiabank, we’re not just filling positions; we’re cultivating leaders. Dive into a workplace where diversity training and leadership development shape the path to your future. Our commitment to professional growth is evident in our robust training programs and continuous learning opportunities that foster innovation and strategic thinking.

Explore a World of Opportunities

Whether you’re looking for a full-time position, an internship, or a leadership role, Scotiabank has a spectrum of opportunities to fit your career ambitions. Our team is composed of individuals who bring a wealth of skills and perspectives to our company, driving us forward with their creativity and strategic insights.

Innovative Work Environment

Scotiabank’s culture is one of collaboration and respect, where each team member’s contribution is valued. Engage in meaningful work that challenges you to leverage your skills and push the boundaries of what’s possible in the banking sector. Our innovative projects not only support the growth of the company but also ensure our position as a leader in the industry.

Benefits and Growth

Choosing a career at Scotiabank means opting for a life of growth and opportunity. Our employees enjoy competitive benefits, including comprehensive health coverage, retirement plans, and flexible working conditions, all designed to support your career and personal life. We believe in nurturing our team’s potential by providing them with the tools they need to succeed both professionally and personally.

Join Our Team

Ready to take the next step in your career? Explore the job opportunities at Scotiabank by searching our open positions that match your skills and interests. We are continuously hiring and looking for passionate, curious, and solution-driven team players.

Networking and Professional Development

Stay connected and advance your career through Scotiabank’s extensive networking opportunities. Participate in events that connect you with other professionals and leaders within the industry. Our career resources will help you prepare your resume, ace your interviews, and land the job that best suits your career goals.

Stay Ahead

Keep up to date with the latest in career tips, industry insights, and company news—all from the people who work here at Scotiabank. Personalize your experience by subscribing to job alert emails tailored to your preferences and be the first to know about new openings and exciting developments. Join Scotiabank and be part of a team that values integrity, respect, and accountability. Discover how your career can flourish in an environment committed to your professional development and personal growth.
Learn more about Scotiabank
Size
90,619 employees
Market Cap
$57.5 billion
Industry
5 Year Trend
+7%
NASDAQ

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