Make a significant impact as an Investment Advisor with ScotiaMcLeod's Foundations Team in Toronto, Ontario. Provide sound investment advice and exceptional service tailored to foundation clients across Canada.

This Lead Investment Advisor position requires a depth of experience, specifically 5–7 years in advisory roles. You'll be responsible for onboarding clients, ensuring that investment strategies align with clients' objectives and regulatory requirements, and cultivating solid ongoing partnerships within the financial sector.

Key Responsibilities:
• Assist foundation clients with inquiries and service requests
• Provide investment guidance aligned with risk profiles
• Facilitate the onboarding of new foundation relationships




• Strengthen relationships and identify asset growth opportunities
• Contribute to a positive team atmosphere by sharing insights

Requirements:
• CIRO Registered Representative licensing required
• 5–7 years of experience in investment advisory roles
• Deep understanding of client service and compliance rules
• Excellent skills in communication and organization
• Financial planning experience preferred

Help clients navigate their financial futures as an Investment Advisor with ScotiaMcLeod in Toronto.
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📌 Investment Advisor, ScotiaMcLeod Foundations Team (Ontario)
🏢 Scotia Wealth Management
📍 Ontario