Support client transitions at ScotiaMcLeod in Toronto, applying investment advice and relationship management within a full-service wealth management firm.

As an Investment Advisor, you will ensure clients experience a smooth transition to the National Branch. You will manage existing relationships, promote products and services, and provide investment advice aligned with objectives. The position also requires documentation completion, regulatory awareness, and collaboration with the team.

Key Responsibilities:

- Complete client documentation transfers from the original branch
- Provide investment advice according to branch protocol
- Manage existing client relationships and promote products
- Remain current on regulations and trading activities
- Share knowledge and participate in team meetings

Requirements:

- Registered Representative approval with CIRO
- Understanding of industry and firm compliance regulations
- Robust self-management and results orientation
- Proficiency in ScotiaMcLeod systems is an asset

Bring investment advice, compliance knowledge, and client relationship management to ScotiaMcLeod’s Toronto National Branch transition team.

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📌 Investment Advisor Toronto Wealth Management
🏢 Scotiabank
📍 Toronto