Drive impact as an Investment Advisor with ScotiaMcLeod's Foundations Team. Provide strategic investment insights and exceptional client support to foundations across Canada. In this Lead Investment Advisor role, your focus will be on delivering outstanding service and guidance to foundation clients within Canada.

You’ll support the onboarding of new clients and maintain strong relationships, ensuring their investment objectives and regulatory needs are met effectively. Embrace opportunities to deepen client engagements while collaborating with internal partners. Key Responsibilities:

- Provide timely responses and meticulous service to clients
- Deliver personalized investment recommendations
- Facilitate onboarding of new foundation clients




- Discover avenues for asset growth and relationship building
- Share knowledge and support team initiatives Requirements:
- 5–7 years in investment advisory or similar field
- Comprehensive understanding of client-focused service and regulations
- Proven track record in relationship management
- Solid communication and problem-solving expertise
- Financial planning experience and certifications are benefits Contribute your expertise to build impactful investment strategies within ScotiaMcLeod’s dynamic Foundations Team.

📌 ScotiaMcLeod Foundations Team Investment Advisor (Toronto)
🏢 Scotiabank
📍 Toronto