Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. Title: ScotiaMcLeod Lead Investment Advisor - National Branch Requisition ID: ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by understanding their complete financial picture—life, family, business, and future. Our signature Enriched Thinking ® approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions. You’ll be supported by an creative, team-based environment that values integrity, client focus, and continuous growth. At ScotiaMcLeod, you’re not just building a career—you’re joining a firm where ideas spark, collaboration thrives, and you’re empowered to reach your full potential while making a real impact in your clients' lives. INTRODUCTION We’re looking for a Lead Investment Advisor to join the Foundations Team, supporting foundation relationships across Canada through thoughtful investment advice,



strong service, and a client‑first approach. In this role, you’ll help onboard foundation clients, ensure investment strategies are aligned to their objectives, and work closely with internal partners to deliver a seamless experience. WHAT YOU’LL BE DOING 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 strong 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. DO YOU HAVE THE SKILLS? Licensed as a Registered Representative under CIRO, with 5–7 years of experience in a sales, relationship management, investment advisory, or

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