ScotiaMcLeod Senior Associate - Calgary

Scotiabank; Calgary; On-site; CAD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive Compensation and Benefits

Pension Plan

Employee Share Ownership Plan

Learning and Development via Scotia Academy

Job summary

Scotiabank is seeking a Senior Associate in Calgary, Alberta, to support Wealth Advisors in managing their client portfolios. You will identify new business opportunities, present analyses, and deepen client relationships through effective communication and service.

Ideal candidates will have experience in the securities industry, strong communication skills, and a passion for client service. Our collaborative and inclusive environment helps you reach your full potential and contributes to community well-being.

Qualifications

• Experience in the securities industry.
• Excellent verbal and written communication skills.
• Exceptional client service skills.

Responsibilities

• Identify new business opportunities to gather additional assets.
• Prepare, analyze, and present reports and recommendations to clients.
• Work with the Advisor to develop and distribute client communications.

Skills

Client service skills

Communication skills

Detail-oriented

Time management

Education

Approval as Registered Representative (RR)

Tools

Knowledge of investment products

Job description

Requisition ID: 261658

Employee Referral Program – Potential Reward: $0.00

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.

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 being completed and logged for tracking purposes.

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 skills.
• Exceptional client service skills, providing a professional and respectful experience.

Benefits

• 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.

Location(s): Canada – Alberta – Calgary

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. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.