Title: IIA Senior Associate, ScotiaMcLeod Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. We are actively sourcing talent for current and future opportunities within the International Investment Advisory team at Scotiabank. Ideal candidates will have experience aligned with skills indicated below and an interest in contributing to a collaborative and fast‑paced environment. Purpose Contributes to the overall success of ScotiaMcLeod in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. Accountabilities Champions a customer focused culture to deepen client relationships and leverage broader bankrelationships, systems and knowledge.



Generate sales or revenue building ideas by utilizing an in-depth knowledge of products and services to gain maximum value from existing clients, identifying opportunities to gather additional assets and/or increase revenue within the existing client base and present to the Advisor (i.E. referrals, consolidation of assets, insurance, etc.), managing the execution of Recent Issue recommendations on behalf of the Advisor, managing the execution of transactions on behalf of the Advisor, and assisting Advisor in development, preparation and presentation of annual business plan. Ensure a high level of client service by preparing, analyzing, and presenting to the Advisor for review. (i.E. reports and recommendations, financial plans/concepts, insurance, annual trading summary etc.), adhering to all firm and regulatory policies by remaining up to date with all the regulatory rules and trading activities as it relates to a client’s

📌 Iia Senior Associate, Scotiamcleod (Toronto)
🏢 Scotiabank
📍 Toronto