ScotiaMcLeod Lead Investment Advisor - Foundations Team - National Branch ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full‑service wealth management firm committed to helping clients grow and protect their wealth. The Lead Investment Advisor will support foundation relationships across Canada, providing high‑level client service and investment advice in line with each foundation’s objectives and regulatory requirements. Responsibilities Provide a high level of service to foundation clients by responding to inquiries, processing requests, and ensuring documentation is completed accurately and on time. Deliver sound investment advice aligned to each foundation’s objectives, risk profile, and regulatory requirements. Support the onboarding of new foundation relationships and maintain strong ongoing relationships with clients, trading authorities, donors and internal partners. Identify opportunities to deepen relationships, grow assets and connect clients with appropriate Scotia partners. Contribute to a collaborative team environment by sharing knowledge, supporting colleagues, and helping maintain a strong client service culture. Qualifications Registered Representative under CIRO with 5–7 years of experience in a sales, relationship management, investment advisory or account management role. Strong understanding of investment advice, client service, account administration and regulatory requirements.



Proven ability to build trusted relationships with clients and internal partners while managing competing priorities in a fast‑paced environment. Excellent communication, organization and problem‑solving skills, with a high level of professionalism and integrity. Experience with financial planning, professional designations such as CFP, insurance licensing, university education or advanced French language skills is considered an asset. Benefits Competitive Compensation and Benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan and favourable employee rates for employee banking. Opportunity to join a forward‑thinking organization surrounded by a collaborative team of creative thinkers. Commitment to making a difference in communities for you and our clients. Inclusive working environment that encourages creativity, curiosity and celebrates success. Learning and Development – via Scotia Academy, a virtual learning experience to upskill and develop your skills at work or from your personal device. Location: Canada – Ontario – Toronto. Scotiabank is committed to creating and maintaining an inclusive and accessible environment for everyone. We value the unique skills and experiences each individual brings and encourage applicants who require accommodation during the recruitment process to contact our Recruitment team. #J-18808-Ljbffr

📌 Investment Advisor (Toronto)
🏢 ScotiaMcLeod
📍 Toronto