At a Glance
- Tasks: Support client transitions and provide tailored investment advice at ScotiaMcLeod.
- Company: Join ScotiaMcLeod, a leading full-service wealth management firm in Toronto.
- Benefits: Competitive salary, professional development, and a collaborative team environment.
- Other info: Dynamic role with opportunities for growth and learning in the finance industry.
- Why this job: Make a real difference in clients' financial journeys while growing your career.
- Qualifications: Must be a Registered Representative with strong compliance knowledge and relationship management skills.
The predicted salary is between 54000 - 66000 $ per year.
Support client transitions at Scotia Mc Leod in Toronto, applying investment advice and relationship management within a full-service wealth management firm.
As an Investment Advisor, you will ensure clients experience a smooth transition to the National Branch.
You will manage existing relationships, promote products and services, and provide investment advice aligned with objectives.
The position also requires documentation completion, regulatory awareness, and collaboration with the team.
Key Responsibilities
- Complete client documentation transfers from the original branch
- Provide investment advice according to branch protocol
- Manage existing client relationships and promote products
- Remain current on regulations and trading activities
- Share knowledge and participate in team meetings
Requirements
- Registered Representative approval with CIRO
- Understanding of industry and firm compliance regulations
- Strong self-management and results orientation
- Proficiency in Scotia Mc Leod systems is an asset
Bring investment advice, compliance knowledge, and client relationship management to Scotia Mc Leod's Toronto National Branch transition team.
Investment Advisor in Toronto employer: Scotiabank
Scotiabank is an exceptional employer that fosters a purpose-driven and inclusive culture, making it an ideal place for professionals seeking to excel in the financial services industry. With a strong focus on employee growth, you will have access to comprehensive training and development opportunities while working alongside senior leadership in a collaborative environment. Located in vibrant cities like Calgary and Vancouver, you will enjoy a dynamic work-life balance and the chance to make a meaningful impact on ultra-high net worth clients across Canada and internationally.
