ScotiaMcLeod Lead Investment Advisor - Foundations Team - National Branch ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full‑service wealth management firm committed to helping clients grow and protect their wealth. The Lead Investment Advisor will support foundation relationships across Canada, providing high‑level client service and investment advice in line with each foundation’s objectives and regulatory requirements. Responsibilities Provide a high level of service to foundation clients by responding to inquiries, processing requests, and ensuring documentation is completed accurately and on time. Deliver sound investment advice aligned to each foundation’s objectives, risk profile, and regulatory requirements.



Support the onboarding of new foundation relationships and maintain robust ongoing relationships with clients, trading authorities, donors and internal partners. Identify opportunities to deepen relationships, grow assets and connect clients with appropriate Scotia partners. Contribute to a collaborative team environment by sharing knowledge, supporting colleagues, and helping maintain a strong client service culture. Qualifications Registered Representative under CIRO with 5–7 years of experience in a sales, relationship management, investment advisory or

📌 Scotiamcleod Lead Investment Advisor - Foundations Team - National Branch (Toronto)
🏢 Scotiabank
📍 Toronto