Join ScotiaMcLeod as an Investment Advisor for the Foundations Team. Engage with foundations nationwide, providing high-quality investment advice and service tailored to their needs.
As a Lead Investment Advisor with ScotiaMcLeod, you will play a pivotal role in managing foundation client relationships across Canada. Your responsibilities include delivering investment advice that meets each foundation’s unique objectives and compliance standards. The ability to foster trusted connections with clients and stakeholders is vital for expanding market reach and ensuring exceptional service delivery.
Key Responsibilities:
• Respond to foundation client inquiries and process requests
• Offer sound investment guidance based on each client’s profile




• Onboard new foundation relationships seamlessly
• Identify growth opportunities for asset management
• Promote a collaborative culture among team members
Requirements:
• 5–7 years in a relevant advisor role
• In-depth knowledge of account administration and client service
• Proven ability to build robust client relationships
• Strong problem-solving, organizational, and communication skills
• Relevant financial certifications are advantageous
Leverage your advisory skills and commitment to service excellence at ScotiaMcLeod in Toronto.
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📌 Investment Advisor - Foundations at ScotiaMcLeod (Toronto)
🏢 Scotiabank
📍 Toronto