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Added 2 mins ago
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Data & AI Transformation Director
PwC
Toronto, ON
- Full-time
Build trusted advisor relationships with CIOs, CTOs, Chief Data Officers, technology leaders, and business executives.
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Senior Accountant, Assurance and Accounting - Public Companies (Mandarin Speaking)
MNP
Vancouver, BC
- Full-time
Make an impact with our Assurance & Accounting - Public Companies team as a Senior Accountant. This diverse team of professionals are dedicated to exceeding clients’ unique needs within a…
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Designated Professional, Assurance and Accounting - Public Companies
MNP
Toronto, ON
- Full-time
Make an impact with our Assurance & Accounting team as a Senior Accountant. This diverse team of professionals are dedicated to exceeding clients’ unique needs within a rapidly evolving…
Added 2 mins ago
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Senior Advisor, Operational risks
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
As a senior operational risk advisor, you help prevent, analyze and develop guidelines for suspicious and fraudulent transactions. You also assist with compliance, internal controls, crisis…
Added 17 mins ago
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Strategic Partnership Manager
Manulife
Halifax, NS · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
Function as a trusted advisor, ensuring alignment with all Procurement policies, sourcing best practices, and enterprise standards related to contracting.
Added 17 mins ago
Senior Financial Reporting Analyst | Great West
The Canada Life Assurance Company
Winnipeg, MB
The Senior Financial Reporting Analyst supports SAP-related business, accounting and financial reporting processes within Lifeco Global across Canada, Europe (UK, Germany, Ireland,…
Added 17 mins ago
Director, AI Wealth Enablement
The Canada Life Assurance Company
London, ON · Toronto, ON · ON · Mississauga Ontario, ON
…where AI can improve outcomes and efficiency as related to advisor experience, dealer processes, compliance needs, and other wealth…
Added 17 mins ago
FC
Product Owner, Wealth Digital Experience
Fidelity Canada
Vancouver, BC · Mississauga, ON · Toronto, ON
- Full-time
Ability to understand client, advisor, and business needs and translate strategic objectives into action.
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Senior Analytics Advisor
RigUp
Calgary, AB
- Full-time
We are is seeking an accomplished Senior Advisor, Analytics to translate complex operational and financial data into strategic insights that directly influence pipeline performance, safety,…
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National Accounts Director
OPENLANE
Brampton, ON
- $100,000 to $125,000 CAD / year
- Full-time
Reporting directly to the Senior Director, Commercial Sales and Strategy, the ideal candidate brings a strong background in relationship management, operational execution, and…
Added 17 mins ago
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Director, Private Capital Investments
Kilmer Van Nostrand Co. Limited
Toronto, ON
- Full-time
…action. Working closely with portfolio company leaders, Kilmer senior leadership, external advisors, and a team of two Managers, you will help strengthen businesses over the long term while…
Added 17 mins ago
CW
Senior Workplace Design Specialist
CTI Working Environments Inc.
Mississauga, ON
- Full-time
Reporting to the Manager of Design Solutions Studio, we are hiring a Senior Workplace Design Specialist to join our growing team in Mississauga. You will translate workplace requirements…
Added 18 mins ago
TI
Executive Assistant
TalentMinded Inc.
New Westminster, BC
- Full-time
Reporting to a senior executive, our client is hiring an Executive Assistant to provide high-level executive support in a highly visible role. As our new Executive Assistant, you will act…
Added 18 mins ago
GC
Financial Controller
Genuine Comfort
Winnipeg, MB
- Full-time
A virtual interview with a Talent Advisor to discuss your interest in the role. The conversation will be recorded using BrightHire, an AI-powered video interview tool. More details will be…
Added 18 mins ago
HL
Director, IT - Virtù Hospitality
Harris Leadership Strategies
Winnipeg, MB
- Full-time
Serve as a trusted advisor to senior leadership, delivering insights on technology performance, cybersecurity, risk management, emerging trends, and strategic opportunities.
Added 1 hour ago
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Senior Manager
Visa
Toronto, ON
- Full-time
Serve as a senior operational and technical advisor for Sponsor Banks and their fintech portfolios
Added 1 hour ago
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Vice President, Sales & Marketing
CYBERWELL
ON · Ontario, Canada
- Full-time
Added 1 hour ago
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Product Owner, Product management
Desjardins
Montreal, QC · Complexe Desjardins Montréal
- Full-time
…variety of fields of expertise. You will serve as an expert advisor and subject matter expert, as well as a resource person and coach for senior management and decision-making bodies. More…
Added 1 hour ago
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Sr. Financial Advisor CIRO-ID (Urban)
CIBC
Toronto, ON
- Full-time
…financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you’ll expertly deliver on CIBC’s Imperial Service approach, taking…
Added 1 hour ago
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People Change Management & Communications Co-op
CIBC
Toronto, ON
- Full-time
Strategic Consulting - You will act as a trusted advisor to senior leaders, providing insights and recommendations on how to manage the people side of change. You will synthesize complex…
Added 1 hour ago
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Regional Vice President, Personal Banking, Toronto East & Pickering
BMO
Toronto, ON
- Full-time
Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives.
Added 1 hour ago
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Senior Manager, People Analytics & HR Technology
Aliaxis
Canada
- Full-time
…will set direction across these teams and serve as a trusted advisor to senior HR and business…
Added 1 hour ago
IG
Senior Manager, People Analytics & HR Technology
IPEX Group
Canada
- Full-time
…will set direction across these teams and serve as a trusted advisor to senior HR and business…
Added 1 hour ago
Talent & Development Manager - Burnaby, BC
Specsavers
Burnaby, BC
Serve as a trusted advisor on learning and development practices, tools, and employee development initiatives.
Added 1 hour ago
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Senior Partner, Learning & Talent Development
Croesus
Laval, QC
- Full-time
Reporting to the Vice President, Talent, Culture and Employee Experience, the Senior Partner, Learning & Talent Development plays a strategic role in structuring, evolving, and promoting…

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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