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 current 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 clientsDeliver personalized investment recommendationsFacilitate onboarding of new foundation clientsDiscover avenues for asset growth and relationship buildingShare knowledge and support team initiativesRequirements:5–7 years in investment advisory or similar fieldComprehensive understanding of client-focused service and regulationsProven track record in relationship managementStrong communication and problem-solving expertiseFinancial planning experience and certifications are benefitsContribute your expertise to build impactful investment strategies within ScotiaMcLeod's dynamic Foundations Team.#J-18808-Ljbffr

📌 Foundations Investment Advisor - Strategic Relationships (Toronto)
🏢 ScotiaMcLeod
📍 Toronto