investment consultant

Scotiabank; Toronto; On-site; CAD 100,000 - 125,000; Full time

Job summary

A leading financial institution in Toronto seeks a Senior Associate to partner with Wealth Advisors in delivering client-centric wealth management services. Key responsibilities include identifying business opportunities, deepening client relationships, and preparing client presentations. The ideal candidate has securities industry experience and is registered with CIRO. This role offers competitive compensation and a strong benefits package.

Benefits

Competitive compensation and benefits package

Annual incentive plans

Employee Share Ownership Plan

Learning and development through Scotia Academy

Commitment to community impact

Qualifications

• Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO).
• Professional and respectful demeanor.

Responsibilities

• Identify and develop new business opportunities.
• Collaborate with the Advisor and Total Wealth Specialists.
• Prepare, analyze, and present reports and recommendations.

Skills

Experience in the securities industry

Excellent verbal and written communication skills

Meticulous attention to detail

Strong time-management skills

Exceptional client-service skills

Job description

ScotiaMcLeod Senior Associate – North Toronto (English / Mandarin Speaking)

Employer: Scotiabank (Scotia Wealth Management)

Job Details

Requisition ID: 227980

Location: Toronto, Ontario, Canada
Employment type: Permanent, Full‑time
Salary: $26.73 – $67.00 per hour

About the Role

As a cornerstone business within Scotia Wealth Management®, ScotchMcLeod delivers client‑centric wealth management services. In this Senior Associate role you will partner closely with a Wealth Advisor to develop, manage, and grow the advisor's book of business while providing exceptional client service and supporting business development and sales initiatives.

Responsibilities

• Identify and develop new business opportunities to grow assets and increase revenue
• Leverage deep product and service knowledge to uncover opportunities within the existing client base
• Collaborate with the Advisor and Total Wealth Specialists to deepen client relationships
• Prepare, analyze, and present reports and recommendations to clients
• Help develop and distribute client communication and marketing materials
• Review and streamline administrative processes to ensure efficiency and accurate tracking of tasks

Qualifications

• Experience in the securities industry
• Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO)
• Excellent verbal and written communication skills
• Meticulous attention to detail and strong time‑management skills
• Exceptional client‑service skills; professional and respectful demeanor

Benefits

• Competitive compensation and benefits package including annual incentive plans, time‑off entitlements, pension plan, Employee Share Ownership Plan, and favourable employee banking rates
• Opportunity to join a forward‑thinking organization with a collaborative, innovative culture
• Inclusive workplace that encourages creativity, curiosity, and celebrates success
• Learning and development through Scotia Academy – virtual learning to upskill from any device
• Commitment to community impact and inclusive accessibility

Advertised until: 2025-12-13