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Publié il y a 11 jours

ScotiaMcLeod Investment Advisor

@ Scotiabank

Toronto, Ontario

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En bref

Scotiabank, through ScotiaMcLeod, is hiring an Investment Advisor in Toronto to ensure clients transition smoothly to the National Branch. The role covers client documentation, investment advice and managing existing client relationships while following firm and regulatory rules. Candidates must hold CIRO Registered Representative approval; a competitive compensation package with performance bonus and share plan is offered.

Responsabilités :

  • Complete client documentation transferred from original branch
  • Provide investment advice following branch protocol
  • Manage existing client relationships and promote products
  • Stay current with regulatory rules and trading activities
  • Share knowledge and participate in team meetings

Résumé des exigences :

  • CIRO Registered Representative approval
  • Excellent communication and client service skills
  • Superior time management and organizational skills
  • Clear understanding of industry and firm compliance regulations
  • Proficiency in ScotiaMcLeod systems considered an asset

Outils et compétences

Avantages mentionnés

Options d’achat
Source et dates

Site carrière / système de candidatures · successfactors

Date publiée par l’employeur
2026-10-30
Première détection par notre source
2026-10-08
Mise à jour du dossier source
2026-11-10

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

DomaineFinance et comptabilité
Déplacementsavion : aucun · route : aucun
Milieu de travailBureau
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
LanguesEnglish
Permis et certificationsCIRO Registered Representative
Avantages mentionnésHoraire flexible, Prime de rendement, Actions ou participation, Formation payée

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

Scotiabank

Profil d’entreprise sauvegardé

Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.

Description complète de l’entreprise

Welcome to Scotiabank. We serve thousands of customers, families, and communities across the globe, helping them achieve success through advice, products, and services. Follow for news, insights, thought leadership and more. Our disclaimer:

Abonnés LinkedIn
1 518 101
Personnes associées sur LinkedIn
91 736
Bureaux déclarés
  • 40 King St W, Toronto, Ontario M5H, CA
  • Bosque de Ciruelos 120, Miguel Hidalgo, CDMX 11700, MX
  • Calle Dionisio Derteano 102, San Isidro, Lima 15047, PE
Catégories d’activité
  • Finance
  • Banking
  • Asset Management
  • Financial Services
Autres noms enregistrés
  • Scotiabank
Spécialités
  • Banking
  • Wealth Management
  • Investment Banking
  • and Technology
Le profil indique une agence de recrutement
Non
Investissement total déclaré
1 066 913 622

La devise et la date d’observation ne sont pas fournies; ce n’est ni une valorisation actuelle ni une ronde de financement.

Welcome to Scotiabank. We serve thousands of customers, families, and communities across the globe, helping them achieve success through advice, products, and services. Follow for news, insights, thought leadership and more. Our disclaimer:

ChampValeur
SecteurBanking
Taille10,001+ employees
Siège socialToronto, Ontario
Type d’organisationPublic Company
SpécialitésBankingWealth ManagementInvestment Bankingand Technology
Offres sur Jobsy863
LinkedInVoir la page
Description

Requisition ID: 275320

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.

Purpose:

As the Investment Advisor you are responsible for ensuring clients have a smooth transition to the National Branch.

What You’ll be Doing:

  • Responsible for successfully completing all client documentation is transferred from original branch
  • Adhere to branch protocol when providing investment advice to clients to help meet investment objectives
  • Manage existing client relationships and actively promote the products and services
  • Adhere to all firm and regulatory policies by remaining up to date with regulatory rules and trading activities
  • Display a high level of integrity and professionalism in all dealings with internal and external clients
  • Actively share knowledge and experience to enhance development of the team and participate in meetings


Do you have the requirements for the role?

We'd love to work with you if you have:

  • Approval as a Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO)
  • Excellent communication skills & client service focused
  • Superior time management & organizational skills
  • A clear understanding of all industry and firm compliance regulations
  • Strong self-management and results orientation as the role has many administrative duties
  • Proficiency in ScotiaMcLeod trading and account management systems considered an asset


What’s in it for you?

  • A rewarding career path and support towards your professional development and growth
  • In-depth training and coaching to help you succeed in the role
  • Competitive compensation package along with flexible benefits, performance bonus, and Employee Share Ownership Plan
  • Be a part of and contribute to a culture of inclusion, diversity, and potential

#SWM

Location(s): Canada : Ontario : Toronto

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their 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. 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.

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