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Added 13 mins ago
NB
Associate
National Bank of Canada
Medicine Hat, AB
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 43 mins ago
Senior Manager, Leadership Recruiting
Bain & Company
Toronto, ON
Act as a trusted advisor to regional MDs, Regional Practice Leads, Global Practice Leads and Office Heads on talent strategy, not just search execution, and be comfortable delivering tough…
Added 5 hours ago
RB
Client Advisor Intern
Royal Bank of Canada
Ajax, ON
- Part-time
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Added 6 hours ago
S
Paid Services Beauty Advisor - Part Time
sephora.com
Toronto, ON
- $19.7 to $23.2 CAD / hour
As our Paid Service Beauty Advisor, you are an expert in all thing’s beauty! You’re here to guide our clients on their beauty journey at the Beauty Studio & beyond. It’s not just about the…
Added 6 hours ago
RB
Investment Funds Advisor Assistant
Royal Bank of Canada
Vancouver, BC
- Full-time
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Added 6 hours ago
RB
Client Advisor
Royal Bank of Canada
Langley (District), BC · LANGLEY, British Columbia
- Full-time
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Added 7 hours ago
HP
Commercial Account Manager - Networking
Hewlett Packard Enterprise
Calgary, AB
- Full-time
…partners - using solution based consulting, becoming a trusted advisor and troubleshooting any…
Added 9 hours ago
R
Client Advisor
RBC
Langley (District), BC
- Full-time
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Added 9 hours ago
RB
Client Advisor
Royal Bank of Canada
Iqaluit, NU
- Full-time
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Added 9 hours ago
RB
Investment Advisor
Royal Bank of Canada
Toronto, ON
- Full-time
As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but…
Added 10 hours ago
C
Agentic AI Architect
CGI
Toronto, ON
- Full-time
The Emerging Technologies team in Global Technology and Operations (GTO) Canada at CGI is a trusted Data, Cloud and AI advisor and go-to implementation partner for our global clients' Data…
Added 10 hours ago
A
Americas Marketing Lead - Transport
Arup
Toronto, ON
- Full-time
…the context of Arup’s client and market focus, acting as an advisor to the businesses (Rail, Aviation, Roads and Streets, and Maritime) and will support effective market positioning for our…
Added 10 hours ago
Financial Advisor - Calgary, AB (September, 2027)
Scotiabank
Calgary, AB
…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,…
Added 10 hours ago
Financial Advisor - Nelson Road, Saskatoon, Saskatchewan
Scotiabank
Saskatoon, SK
…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,…
Added 10 hours ago
C
Associate Financial Advisor
CIBC
Fort St. John, BC · Fort Saint John
- Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…
Added 11 hours ago
UO
Facility Operations Specialist - Active Living, Faculty of Kinesiology
University of Calgary
Calgary, AB
- Full-time
…exceptional experiences through our facilities, programs, and services, fostering lifelong active living for…
Added 11 hours ago
UO
Lead, Program Partnerships & Projects, UCalgary Continuing Education
University of Calgary
Calgary, AB
- Full-time
Leads consultation and discovery activities to identify opportunities for new programs, alternative credentials, products, services, and collaborative initiatives.
Added 11 hours ago
UO
Alumni Program Specialist, AR Programs & Services, VP Development and Alumni
University of Calgary
Calgary, AB
- Full-time
The AR Programs & Services within VP Development and Alumni is currently seeking a Full-time Temporary Relief Alumni Program Specialist for approximately 6 months.
Added 11 hours ago
Financial Advisor - Port Hope (37.5 hours/week)
Scotiabank
Port Hope, ON
…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,…
Added 11 hours ago
C
Estate Planning Assistant, Wood Gundy-Bilingual
CIBC
Montreal, QC
- Full-time
Client Service – Distribute client anniversary statements and notifications to the appropriate Investment Advisor on a timely basis. Follow-up with the Investment Advisors to ensure timely…
Added 11 hours ago
B
Senior Insurance Advisor
BCAA
Vancouver, BC · Cambie Village
- Full-time
As a Senior Insurance Advisor, you’ll build strong, trusting client relationships by helping our customers select the right mix of insurance products and services to meet their life’s…
Added 11 hours ago
MR
Academic Advisor
Mount Royal University
Calgary, AB
- Part-time
While the Academic Advisor reports centrally through the Manager, Academic Advising, they work in collaboration with their assigned Faculty to ensure their advising practices align with…
Added 11 hours ago
D
Manager, M&A Execution, Human Capital
Deloitte
Toronto, ON
- Full-time
…as the largest 100% Canadian-owned and operated professional services firm in our country, we are proud to work alongside our clients to make a positive impact for all…
Added 11 hours ago
RB
Client Advisor - Casual
Royal Bank of Canada
London, ON
- Part-time
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Added 11 hours ago
RB
Banking Advisor
Royal Bank of Canada
Moose Jaw, SK
- Full-time
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Scotiabank

ScotiaMcLeod Senior Associate

Montreal, QC, H3A 3L6, Canada

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Job details

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

The Senior Associate will work closely with a Wealth Advisor to manage a book of business and provide effective client service. They are responsible for identifying new business opportunities, analyzing financial reports, and streamlining administrative tasks.

Requirements

Candidates must have experience in the securities industry and hold approval as a Registered Representative with the Canadian Investment Regulatory Organization (CIRO). Excellent communication, time management, and client service skills are also required.

Skills

Securities industry knowledge
Registered representative
CIRO approval
Client service
Business development
Sales
Financial reporting
Communication skills
Time management
Attention to detail
Relationship management
Marketing
Administrative processes

Benefits

Competitive compensation
Annual incentive plans
Time off entitlements
Pension plan
Employee share ownership plan
Favourable employee banking rates
Learning and development

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
ScotiaMcLeod
Securities industry
CIRO
Registered representative
Business development
Client service
Financial planning
Investment
Wealth advisor
Administrative support
Marketing
Reporting
Relationship management
Banking
Enriched Thinking

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