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SH
Housekeeping Aide
Southern Health-Santé Sud
Winkler, MB
- Full-time
…Check. The successful candidate will be responsible for any service charges…
Added just now
IA
Aircraft Log Controller- CMLU
IMP Aerospace & Defence
Halifax, NS
- Full-time
Assist company personnel and customer representative with areas related to aircraft logs.
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- Part-time
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Mobile Service Mechanic (Marine Services) (Year Round) (Miller Lake)
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NS · MILLER LAKE, NS
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$50.22 hourly with 25 years' service with the employer
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Sales Representative
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Colonial Honda is looking for a Sales Representative to join our team in Halifax, Nova Scotia!
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…essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills and/or abilities required. Reasonable accommodations may be made to enable…
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HE
Customer Service Executive
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Overnight Customer Service Representative
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Summer Intern 2027 - Private Wealth
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NB
BANKING ADVISOR
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Montreal, QC
- Full-time
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…Check. The successful candidate will be responsible for any service charges…
Added 3 hours ago
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IH
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Added 6 hours ago
IH
Registered Nurse/Registered Psychiatric Nurse (RN/RPN) | Mental Health and Substance Use
Interior Health Authority
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- Internship
Interior Health (IH) is committed to achieving a culturally diverse and inclusive workforce that is representative of the communities we serve, and where you are encouraged to bring your…
Added 6 hours ago
IH
Registered Nurse/Registered Psychiatric Nurse (RN/RPN) | Mental Health and Substance Use
Interior Health Authority
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Interior Health (IH) is committed to achieving a culturally diverse and inclusive workforce that is representative of the communities we serve, and where you are encouraged to bring your…

Scotia Wealth Management

ScotiaMcLeod Senior Associate

Montreal, QC, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 26, 2026
Posting language: English
Posted: Oct 27, 2026

Original job description

Requisition ID: 270386

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 a Senior Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to business development and sales related activities.

IS THIS ROLE RIGHT FOR YOU

In The Role You Will

Identify new business opportunities to gather additional assets and/or increase revenue
Utilize your in-depth knowledge of products and services to identify new opportunities within the existing client base
Work with Advisor and Total Wealth Specialists to deepen client relationships
Prepare, analyze, and present reports and recommendations to clients
Work with the Advisor to develop and distribute client communication and marketing pieces
Regularly review practices to ensure administrative processes are streamlined and administrative tasks being completed and logged for tracking purposes

Do You Have The Skills

We would love to work with you if you have:

Experience in the securities industry
Approval as a Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO)
Excellent verbal and written communication skills
Meticulous attention to detail and excellent time management skills
Exceptional client service skills, providing a professional and respectful experience

What’s In It For You

Competitive Compensation and Benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan and favourable employee rates for employee banking
The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers
An organization committed to making a difference in our communities– for you and our clients
An inclusive working environment that encourages creativity, curiosity and celebrates success
Learning and Development – via Scotia Academy, a virtual learning experience to upskill and develop your skills at work or from your personal device.

In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.

#SWM

Location(s): Canada : Quebec : Montreal

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.

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More about this job

Responsibilities

Support a Wealth Advisor in managing and growing their book of business through client service, business development, and sales activities. Identify opportunities to deepen client relationships, prepare and present reports and recommendations, develop client communications, and maintain efficient administrative processes.

Requirements

Candidates need securities industry experience and approval as a Registered Representative with CIRO. Strong verbal and written communication, attention to detail, time management, and professional client service skills are also required.

Skills

Securities Industry Experience
Registered Representative Approval
Client Service
Business Development
Sales
Wealth Management
Product Knowledge
Relationship Management
Financial Analysis
Report Preparation
Client Presentations
Written Communication
Verbal Communication
Attention To Detail
Time Management

Benefits

Annual Incentive Plans
Time Off
Pension Plan
Employee Share Ownership Plan
Favourable Employee Banking Rates
Learning And Development

Visa sponsorship

Not detected in the job text

Keywords

ScotiaMcLeod
Scotia Wealth Management
Wealth Advisor
Registered Representative
Canadian Investment Regulatory Organization
CIRO
Securities Industry
Wealth Management
Client Service
Business Development
Sales
Asset Gathering
Revenue Growth
Financial Products And Services
Total Wealth Specialists
Client Relationships
Financial Reports
Client Recommendations
Client Communications
Marketing Materials
Administrative Processes
Montreal
Banking

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