ScotiaMcLeod seeks an Investment Advisor with CIRO Registered Representative approval to support clients transitioning to the National Branch in Toronto.

Within Scotia Wealth Management, this Investment Advisor manages existing client relationships and promotes relevant products and services. You will follow branch protocols while advising clients, maintain current knowledge of regulatory rules and trading activities, and complete administrative documentation. Integrity, professionalism, and knowledge sharing are central to the work.

Key Responsibilities:

- Ensure client documentation transfers are completed successfully
- Follow branch protocols when providing investment advice
- Promote ScotiaMcLeod products and services
- Maintain compliance with firm and regulatory policies
- Participate in meetings and share skilled knowledge

Requirements:

- CIRO approval as a Registered Representative
- Clear understanding of compliance requirements
- Strong self-management for administrative responsibilities
- Results orientation in daily work
- ScotiaMcLeod system proficiency is considered an asset

Use your CIRO registration, compliance understanding, and advisory experience to help deliver smooth ScotiaMcLeod client transitions.

📌 ScotiaMcLeod Registered Representative (Toronto)
🏢 Scotiabank
📍 Toronto