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Added 9 mins ago
FC
Actuarial Associate (Ontario)
First Canadian Financial Group
Sherwood Park, AB
- Full-time
We are seeking an Actuarial Associate to join our Property & Casualty Actuarial team. This role builds on core actuarial expertise in pricing, reserving, and portfolio analytics, while…
Added 9 mins ago
PC
Junior Customer Support Position
Piper Companies
ON · Durham, ON
- Full-time
Piper Companies is seeking a Junior Customer Service Associate for a leading financial services organization. The Junior Customer Service Associate is a hybrid opportunity requiring three…
Added 9 mins ago
PC
Entry Level Customer Service Associate
Piper Companies
ON · Durham, ON
- Full-time
Piper Companies is seeking a Entry Level Customer Service Associate for a leading financial services organization. The Entry Level Customer Service Associate is a hybrid opportunity…
Added 9 mins ago
RD
Administrative Support 2 - Central Middle School
Red Deer Public
Red Deer, AB
- Internship
By virtue of the submission of an application, the applicant agrees that the Associate Superintendent, People Services or designate can contact previous employers for the purpose of…
Added 10 mins ago
IR
Office Administrator
Integrated Resources, Inc ( IRI )
Markham, ON
- Contract
Coordinate office maintenance and improvement initiatives with IT, HR, Finance, Sales, Marketing, and other stakeholders.
Added 25 mins ago
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Investment Associate
RBC
Kamloops, BC
- Full-time
The RBC Dominion Securities branch located in Kamloops BC is seeking an Investment Associate (Trade Execution Specialist) to join a successful Private Investment Management Team. You will…
Added 25 mins ago
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Associate
RBC
Kamloops, BC
- Full-time
The RBC Dominion Securities Kamloops branch is currently seeking a licensed Associate to assist an established Private Investment Management (PIM) team. The successful candidate will…
Added 25 mins ago
Customer Experience Associate - Algonquin Square, Sudbury, ON (22.50 hours/week)
Scotiabank
ON · Sudbury, ON
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 25 mins ago
ScotiaMcLeod Administrative Associate, Laval
Scotiabank
Laval, QC
As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by…
Added 25 mins ago
T
Customer Experience Associate - St-Laurent, St-Louis
TD
Montreal, QC
- Full-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 40 mins ago
PC
Finance Managed Services Senior Associate
PwC Canada
Calgary, AB
- Full-time
As a Finance Managed Services Senior Associate, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. Your role will include, but isn’t…
Added 40 mins ago
NB
Associate Relationship Manager, Fund Services
National Bank of Canada
Toronto, ON
- Full-time
A career as an Associate Relationship Manager in the Fund Services team at National Bank Trust means acting as a key partner for investment fund manager clients, supporting the delivery of…
Added 40 mins ago
C&
Avocat·e, Couverture d’assurance et litige lié à la couverture / Associate Lawyer – Insurance Coverage & Coverage Litigation
Clyde & Co
Montreal, QC
- Full-time
Added 40 mins ago
HC
Company Product Distribution Coordinator (12 Month Contract)
Honda Canada Inc.
Markham, ON
- Full-time
The incumbent is responsible for the administration and co-ordination of associate purchases, associate fleet program, company vehicles & business purpose units for Auto & MCPE products for…
Added 40 mins ago
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Associate Business Systems Analyst, Fraud Operations
CIBC
Toronto, ON
- Full-time
You’ll join CIBC’s Fraud Operations team. As an Associate Business System Analyst, you will be responsible for investigating account transactions in order to determine possible fraud or…
Added 40 mins ago
HI
Administrative Associate
HUB International
Calgary, AB
- Full-time
As an Administrative Associate, you will be the first point of contact for everyone who walks through our doors or calls our office. This is a role for someone who takes pride in keeping…
Added 55 mins ago
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(CAN) Merchant (CA)
Walmart
Mississauga, ON
- Full-time
…belonging so associates thrive and perform; drives a positive associate and customer experience for all; identifies, attracts, and retains the best team…
Added 55 mins ago
MI
Associate, Genesis, Portfolio Operations
MUFG Investor Services
Halifax, NS
- Full-time
…Asset Values of investment funds. A Portfolio Operations (PO) Associate will operate and oversee reconciliation and NAV review technology to deliver a full reconciled gross Net Asset Value…
Added 55 mins ago
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Finance Managed Services Senior Associate
PwC
Calgary, AB · Vancouver, BC · Toronto, ON
- Full-time
As a Finance Managed Services Senior Associate, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. Your role will include, but isn’t…
Added 1 hour ago
MI
Associate, Genesis, Portfolio Operations
MUFG Investor Services
Halifax, NS
- Full-time
…Asset Values of investment funds. A Portfolio Operations (PO) Associate will operate and oversee reconciliation and NAV review technology to deliver a full reconciled gross Net Asset Value…
Added 1 hour ago
T
Customer Experience Associate
TD
Vancouver, BC
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 1 hour ago
T
Customer Experience Associate
TD
Brockville, ON
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 1 hour ago
T
Personal Banking Associate
TD
Owen Sound, ON
- Part-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 1 hour ago
T
Financial Crimes Risk Management Associate
TD
Toronto, ON
- Full-time
…passion for procedure, this program is for you. Our 24-month Associate Program for new graduates is designed to attract, develop and retain top talent and build a leadership pipeline within…
Added 1 hour ago
Specialist, Talent Management
Payments Canada
Ottawa, ON · Toronto, ON

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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