Investment and Planning Consultant (Toronto)

Investment and Planning Consultant (Toronto)

02 Nov
|
Scotiabank
|
Toronto

02 Nov

Scotiabank

Toronto

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 innovative, 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. As the Investment Advisor you are responsible for ensuring clients have a smooth transition to the National Branch. Adhere to branch protocol when providing investment advice to clients to help meet investment objectives Adhere to all firm and regulatory policies by remaining up to date with regulatory rules and trading activities Approval as a Registered Representative (RR) withthe Canadian Investment Regulatory Organization (CIRO)



Strong self-management and results orientation as the role has many administrative duties Proficiency in ScotiaMcLeod trading and account management systems considered an asset In-depth training and coaching to help you succeed in the role Competitive compensation package along with versatile benefits, performance bonus, and Employee Share Ownership Plan Be a part of and contribute to a culture of inclusion, diversity, and potential #Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible setting for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here . Candidates must apply directly online to be considered for this role.

📌 Investment and Planning Consultant (Toronto)
🏢 Scotiabank
📍 Toronto

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