ScotiaMcLeod Lead Investment Advisor - Foundations Team - National Branch

Scotiabank • Toronto, ON

28d • Onsite

About The Position

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. 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.

Requirements

• 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.

Nice To Haves

• Experience with financial planning
• Professional designations such as CFP
• Insurance licensing
• University education
• Advanced French language skills

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.

Benefits

• Competitive Compensation and Benefits package including annual incentive plans
• time off entitlements
• Pension Plan
• Employee Share Ownership Plan
• favourable employee rates for employee banking
• Learning and Development – via Scotia Academy, a virtual learning experience to upskill and develop your skills at work or from your personal device

What This Job Offers

• Job Type: Full-time
• Career Level: Senior