? Senior Investment Associate / Advisor

? Calgary, AB (open to relocation)
? Full-time | In-office (Monday–Friday)

? The Opportunity

This opportunity sits within ScotiaMcLeod, the full-service, high-net-worth wealth management arm of Scotiabank.

You’ll be joining a high-performing, growth-oriented advisory team that operates with a boutique, entrepreneurial feel, backed by a leading financial institution.

The team currently manages ~$500M in assets under management, bringing a strong and stable client base, while continuing to grow rapidly by onboarding 30–50 new clients annually.

This creates a unique opportunity to step into a hands-on investing role with real client exposure, and a clear long-term path toward equity and partnership.

? What Makes This Role Stand Out

- ~$500M AUM platform with consistent client growth

- Hands-on involvement in investment decisions (not just support)

- Direct exposure to high-net-worth clients

- A true partnership-style role with a Wealth Advisor

- Clear path toward:

- Becoming a full Investment Advisor

- Equity / partnership opportunity over time

This is a high-impact role where you’re contributing to both investment strategy and business growth.

? Key Responsibilities

- Support and help manage discretionary investment portfolios (equities & fixed income)

- Contribute to asset allocation, investment strategy, and security selection

- Monitor markets, economic trends, and portfolio performance

- Prepare and present client-ready reports and recommendations

- Participate in client meetings and ongoing relationship management

- Communicate directly with clients regarding:

- Portfolio performance

- Market insights





- Investment recommendations

Identify opportunities to grow assets and deepen client relationships
Collaborate with a broader team including:

- Financial Planners

- Wealth Specialists

- Private Banking partners

Help improve internal processes and scalability as the business grows

? What They’re Looking For

- 3+ years in wealth management, portfolio management, or investment advisory

- Strong understanding of public markets (equities & fixed income)

- Experience in client-facing investment discussions

- CIRO / Registered Representative (RR) licensing (or eligible)

- Professional designations are an asset (CFA, CIM)

- Strong analytical, communication, and relationship-building skills

? Ideal Profile

- Ambitious and growth-oriented

- Wants to move into a true advisory / revenue-generating role

- Entrepreneurial mindset—interested in building long-term value

- High level of ownership, accountability, and professionalism

- Comfortable working closely with clients and senior stakeholders

? Compensation & Upside

- Competitive base salary + performance-based bonus

- Strong earning potential as responsibilities grow

- Full benefits, pension, and share ownership programs

- Long-term opportunity for equity / partnership participation

? Why This Role is a Career Move

- Be part of a $500M AUM, fast-growing advisory team

- Gain hands-on investing experience, not just administrative exposure

- Work within ScotiaMcLeod—a premium wealth platform

- Exposure to holistic wealth management through the Enriched Thinking® approach

- Explicit path to:

- Investment Advisor

- Equity stakeholder within the business

📌 Senior Investment Advisor Associate (Calgary)
🏢 Staffing In Motion
📍 Calgary