ScotiaMcLeod Investment Advisor - National Branch, Toronto

Requisition ID: 209352

As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.

When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.

Purpose:

As the Investment Advisor you are responsible for ensuring clients have a smooth transition to the National Branch.

What You’ll be Doing:

• Responsible for successfully completing all client documentation is transferred from original branch
• Adhere to branch protocol when providing investment advice to clients to help meet investment objectives
• Manage existing client relationships and actively promote the products and services
• Adhere to all firm and regulatory policies by remaining up to date with regulatory rules and trading activities
• Display a high level of integrity and professionalism in all dealings with internal and external clients
• Actively share knowledge and experience to enhance development of the team and participate in meetings

Do you have the requirements for the role? We'd love to work with you if you have:

• Successfully completed the CSC, CPH and 30 day IRT Training (RR Licensing preferred)
• Excellent communication skills & client service focused
• Superior time management & organizational skills
• A clear understanding of all industry and firm compliance regulations
• Strong self-management and results orientation as the role has many administrative duties
• Proficiency in ScotiaMcLeod trading and account management systems considered an asset

What’s in it for you?

• A rewarding career path and support towards your professional development and growth
• In-depth training and coaching to help you succeed in the role
• Competitive compensation package along with flexible benefits, performance bonus, and Employee Share Ownership Plan
• Be a part of and contribute to a culture of inclusion, diversity, and potential

Location(s): Canada : Ontario : Toronto

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 environment 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. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.