Join ScotiaMcLeod as a Lead Investment Advisor on the Foundations Team, based in Toronto, Ontario. Deliver personalized investment strategies and build lasting client relationships in a thriving, team-oriented environment.
In this role, you’ll utilize your 5–7 years of experience to onboard foundation clients and align investment strategies with their goals. You will ensure regulatory compliance while fostering strong connections with clients, trading authorities, and peers to optimize service quality.
Key Responsibilities:
• Provide exceptional client service and respond to inquiries
• Give sound investment advice tailored to foundations
• Onboard foundation clients with precision
• Identify opportunities to grow relationships and assets
• Collaborate with teammates to enhance client service
Requirements:
• CIRO Registered Representative license
• 5–7 years in sales or investment advisory roles
• Robust regulatory knowledge and client service skills
• Ability to manage competing priorities effectively
• Financial planning certification advantageous
Become a trusted advisor at ScotiaMcLeod, making a difference for foundation clients in Toronto.
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📌 Lead Investment Advisor in Toronto
🏢 Scotia Wealth Management
📍 Toronto