ScotiaMcLeod Assistant Branch Manager - Calgary

Scotia Wealth Management; Calgary; On-site; CAD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive Compensation and Benefits

Annual incentive plans

Employee Share Ownership Plan

Learning and Development opportunities

Scotia Academy access

Job summary

A leading wealth management firm in Calgary seeks an Assistant Branch Manager to drive client service success and team performance. The ideal candidate has 5+ years in the investment industry, CIRO approvals, and a coaching mindset. Responsibilities include supporting advisor teams, implementing strategies, and fostering an inclusive work culture. This position offers competitive compensation, benefits, and a collaborative work environment focused on growth and community impact.

Qualifications

• 5+ years of experience in the investment industry (Wealth Management/Financial Services).
• Approval as a Registered Representative (RR) with CIRO.
• CIRO Supervisor License.
• Coaching mindset with experience communicating a business strategy.
• Knowledge of Microsoft Office systems.
• Previous management experience is an asset.
• Strong problem solving and interpersonal skills.

Responsibilities

• Support Advisor teams and resolve day-to-day issues.
• Assist the Branch Manager with the Total Wealth Strategy.
• Provide coaching on employee development and performance management.
• Collaborate with Wealth Specialists to deliver holistic advice.
• Maintain regulatory requirements and standards.
• Foster a high performance team environment.
• Create an inclusive work environment.

Skills

Experience in the investment industry

Registered Representative approval (RR)

CIRO Supervisor License

Coaching mindset

Microsoft Office knowledge

Management experience

Problem-solving skills

Interpersonal skills

Education

CIRO Registered Representative approval

CIRO Supervisor License

Tools

Microsoft Office

Job description

Requisition ID: 250591

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.

INTRODUCTION

As the Assistant Branch Manager you will be an integral member of the Branch Leadership team. You will contribute to the overall success of the branch and ensure a high level of client service is achieved through effective operations and administrative efficiencies.

What You'll Be Doing

• Take a lead role in supporting Advisor teams and solving day to day issues
• Assist the Branch Manager in the continued implementation and adoption of our Total Wealth Strategy
• Provide on-going coaching with employee development, performance management and motivation
• Collaborate with Wealth Specialists and Bank partners in delivering thoughtful, holistic advice leading to the best possible outcome for our clients
• Maintain regulatory requirements and organizational standards
• Build and create a high performance environment in which your team pursues effective and efficient operations
• Foster an inclusive work environment using a coaching mindset and behaviours

Do You Have The Skills

• 5+ years of experience in the investment industry (Wealth Management/Financial Services)
• Approval as a Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO)
• CIRO Supervisor License
• A coaching mindset with experience communicating a business strategy
• Knowledge of Microsoft Office systems
• Previous management experience considered an asset
• Strong problem solving and interpersonal skills

Whats 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 – free access to Scotia Academy to upskill and develop your skills

Location(s): Canada : Alberta : Calgary