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 recent clients and maintain solid 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
Robust 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 (Canada)
🏢 Scotiabank
📍 Canada