ScotiaMcLeod Senior Associate

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

Benefits offered by this job

Competitive compensation and benefits

Pension Plan

Employee Share Ownership Plan

Favourable employee banking rates

Scotia Academy learning & development

Job summary

ScotiaMcLeod, part of Scotia Wealth Management, is a senior associate role focused on developing and managing a wealth advisory book. You will provide effective client service, support a Wealth Advisor, and contribute to business development and related sales activities.

You will engage with clients in a collaborative, team-based environment, leveraging Enriched Thinking to deliver personalized solutions and growth opportunities across life, family, business, and future planning.

Qualifications

• Experience in the securities industry.
• Approval as a Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO).
• Excellent verbal and written communication skills.
• Meticulous attention to detail and excellent time management.
• Exceptional client service skills, providing a professional and respectful experience.

Responsibilities

• Identify new business opportunities to gather additional assets and/or increase revenue.
• Utilize your in-depth knowledge of products and services to identify new opportunities within the existing client base.
• Work with Advisor and Total Wealth Specialists to deepen client relationships.
• Prepare, analyze, and present reports and recommendations to clients.
• Work with the Advisor to develop and distribute client communication and marketing pieces.
• Regularly review practices to ensure administrative processes are streamlined and administrative tasks are logged for tracking purposes.

Skills

Securities industry experience

CIRO RR registration

Verbal and written communication

Attention to detail

Client service excellence

Job description

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.
As a Senior Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to business development and sales related activities.

IS THIS ROLE RIGHT FOR YOU

In The Role You Will

• Identify new business opportunities to gather additional assets and/or increase revenue
• Utilize your in-depth knowledge of products and services to identify new opportunities within the existing client base
• Work with Advisor and Total Wealth Specialists to deepen client relationships
• Prepare, analyze, and present reports and recommendations to clients
• Work with the Advisor to develop and distribute client communication and marketing pieces
• Regularly review practices to ensure administrative processes are streamlined and administrative tasks being completed and logged for tracking purposes

Do You Have The Skills

We would love to work with you if you have:

• Experience in the securities industry
• Approval as a Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO)
• Excellent verbal and written communication skills
• Meticulous attention to detail and excellent time management skills
• Exceptional client service skills, providing a professional and respectful experience

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.

In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.

Location(s): Canada : Quebec : Montreal

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and our communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At 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.