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 robust 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 recent foundation relationships




Strengthen relationships and identify asset growth prospects
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.

📌 Investment Advisor, Scotiamcleod Foundations Team Toronto (Canada)
🏢 Scotia Wealth Management
📍 Canada