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Added 14 mins ago
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Senior Account Manager
Encircle
Kitchener, ON
- Full-time
renewal and expansion across them, and act as a trusted advisor to customer leadership. You will partner
Added 14 mins ago
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Regional Service Agent - Boutique
Allstate
Markham, ON
- Full-time
The Customer Service Senior Associate handles basic to complex telephone/email/chat/fax inquiries from internal and external customers in an efficient, professional, and accurate manner.…
Added 44 mins ago
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Associate (National Advisory Desk)
Wellington-Altus
Toronto, ON
- Full-time
Reporting to the Senior Manager, Ontario, the Associate is an administrative and client-facing role that moves client households from advisors into NAD. The Associate builds and submits…
Added 1 hour ago
BI
Senior Pega Lead / Lead Enterprise Business Architect
BURGEON IT SERVICES
Toronto, ON
- Contract
Advisor servicing: Supporting workflows that enable financial advisors, relationship managers, client service teams, and operations teams to manage client requests and cases effectively.
Added 1 hour ago
WC
Director, Strategic Account Management - Research Services (Bilingual)
Walmart Canada
Mississauga, ON
- Full-time
The Director will serve as a senior research and business partner across Scintilla, translating business priorities into action, building strong cross-functional partnerships and ensuring…
Added 1 hour ago
Claims Advisor Property
Gore Mutual Insurance
Vancouver, BC
Join our Claims team as a Property Claims Advisor, where you’ll play an important role in supporting customers when they need us most. You’ll independently manage a portfolio of primarily…
Added 2 hours ago
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PLM/MES Business Transformation Director
MDA
Brampton, ON · Sainte-Anne-de-Bellevue, QC
- Full-time
…the UK has the knowledge and know-how to turn an audacious customer vision into an achievable mission – bringing to bear a one-of-a-kind mix of experience, engineering excellence and…
Added 3 hours ago
SC
Member Advisor (Financial Advisor)
Sudbury Credit Union
Sudbury, ON
- Full-time
…Financial Planner (CFP) or equivalent experience is required for a senior…
Added 3 hours ago
Senior Product Acceleration Specialist - Auth0
Okta
Toronto, ON
As a Senior Product Acceleration Specialist for Auth0, you will play a critical role in driving customer success, deep product adoption, and long-term retention across Okta’s most strategic…
Added 3 hours ago
SI
Senior Pega Enterprise Architect – Wealth Management
Spruce InfoTech Inc.
Toronto, ON
- Contract
Advisor servicing: Supporting workflows that enable financial advisors, relationship managers, client service teams, and operations teams to manage client requests and cases effectively.
Added 3 hours ago
Senior Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Grande Prairie, AB
We’re searching for a Senior Insurance Advisor. Are you searching for new possibilities?
Added 3 hours ago
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Senior Credit Officer
BMO
Montreal, QC · HO
- Full-time
Provides strategic input into business decisions as a trusted advisor.
Added 3 hours ago
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Senior Customer Engineer, Digital Native - Vancouver BC
Cloudflare
BC · British Columbia, Canada
- Full-time
The Customer Engineer (CE) is the core driver of our technical go-to-market strategy: a trusted technical advisor and primary architect of the customer journey. You will bridge the gap…
Added 3 hours ago
RW
Senior Associate Advisor
RBC Wealth Management
Toronto, ON
- Full-time
Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance MeasurementAdditional Job Details
Added 3 hours ago
AY
Analyste à la conformité / Compliance Analyst
Avison Young | Canada
Montreal, QC
- Full-time
…de multiples fonctions corporatives, y compris les lignes de service générales et les centres corporatifs d’excellence. Vous possédez de fortes aptitudes interpersonnelles et êtes prêt à…
Added 4 hours ago
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Municipality of North Grenville - Chief Administrative Officer
Phelps
North Grenville, ON
- Full-time
…continues to evolve while delivering a responsive, high-quality customer experience for residents, businesses and community partners. The CAO will strengthen the Senior Leadership Team and…
Added 5 hours ago
W
Director, Strategic Account Management - Research Services (Bilingual)
Walmart
Mississauga, ON
- Full-time
The Director will serve as a senior research and business partner across Scintilla, translating business priorities into action, building strong cross-functional partnerships and ensuring…
Added 5 hours ago
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Senior Private Banking Associate
CIBC
Thornhill, ON
- Full-time
…profit contribution to CIBC Private Wealth Management. As a Senior Private Banking Advisor, you will provide exceptional service to Private Banking clients by assisting them with their…
Added 5 hours ago
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Account Director
Citylitics Inc.
Toronto, ON
- Full-time
The Account Director will own the commercial strategy and performance of an assigned customer portfolio, with direct accountability for achieving gross revenue retention and net revenue…
Added 5 hours ago
SM
GOAPRDJP000001053 – Shipping & Inventory Coordinator
S M Software Solutions Inc
AB · Edmonton, AB
- Internship
Receive stock, verify quantities received, and provide the packing slip and copies of the materials to the Senior Customer Service Advisor for receiving within 24 hours of the product being…
Added 10 hours ago
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Customer Care Coordinator
PheedLoop
Toronto, ON
- Full-time
Good to have but not required- 1 year of experience in customer success, customer service, or account management
Added 11 hours ago
Group Account Director
Superside
Toronto, ON
Lead and coach Account Directors and Senior Account Managers to raise performance and consistency.
Added 12 hours ago
TL
Senior Legal Counsel
Toronto Lawyers Association
Oakville, ON
- Full-time
The Senior Legal Counsel is a trusted advisor and senior deputy to the General Counsel, Canada, partnering with senior leaders to enable business growth, manage enterprise risk and support…
Added 14 hours ago
O
National Accounts Director
OPENLANE
Brampton, ON
- $100,000 to $125,000 CAD / year
- Full-time
…consignment and sales volume and (2) drive revenue expansion through service penetration. This will be achieved by demonstrating to the client that OPENLANE is meeting and exceeding the…
Added 15 hours ago
D
Senior Advisor, Business development and sales support
Desjardins
Laval, QC · Montreal, QC · Saint-Jérôme, QC
- Full-time
As a senior sales and business development support advisor, you help serve and maintain business relationships with members and clients. You help sell products and services through multiple…

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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