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Added 27 mins ago
Customer Experience Associate - South Lethbridge Branch, AB (22.5 hours/week)
Scotiabank
Lethbridge, AB
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 27 mins ago
Senior Customer Experience Associate - Saint-Laurent and Prince-Arthur, Mtl, QC - 22.5 hours/week
Scotiabank
Montreal, QC
Our Senior Customer Experience Associates 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 56 mins ago
SW
ScotiaMcLeod Senior Associate
Scotia Wealth Management
Montreal, QC
- Full-time
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…
Added 56 mins ago
SW
ScotiaMcLeod Administrative Associate, Laval
Scotia Wealth Management
Laval, QC
- Full-time
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 1 hour ago
RD
Investment Associate
RBC Dominion Securities
Kamloops, BC
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 1 hour ago
RD
Associate
RBC Dominion Securities
Kamloops, BC
- Full-time
The ideal candidate should have at least 3 years of experience in the investment field working as an assistant/associate
Added 1 hour ago
RD
Associate
RBC Dominion Securities
BC · West Vancouver, BC
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 1 hour ago
HM
Investment Operations Associate
Hunter Mercantile
Toronto, ON
- $65,000 to $75,000 CAD / year
- Full-time
Investment Operations Associate – Wealth Management & Portfolio Operations
Added 3 hours ago
Customer Experience Associate - Trenton (22.5 hours/week)
Scotiabank
Trenton, 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 3 hours ago
Sales Associate
Rogers Communications
Oakville, ON
…can enhance and simplify their lives. We deliver a seamless experience, value expertise, dedication, and commitment to doing what’s right for our customers needs, every…
Added 3 hours ago
RB
Associate
Royal Bank of Canada
Kamloops, BC
- Full-time
The ideal candidate should have at least 3 years of experience in the investment field working as an assistant/associate
Added 3 hours ago
RB
Associate
Royal Bank of Canada
West Vancouver, BC
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 3 hours ago
RB
Investment Associate
Royal Bank of Canada
Kamloops, BC
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 4 hours ago
R
Investment Associate
RBC
Kamloops, BC
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 4 hours ago
R
Associate
RBC
Kamloops, BC
- Full-time
The ideal candidate should have at least 3 years of experience in the investment field working as an assistant/associate
Added 4 hours 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 4 hours 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 4 hours 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 4 hours ago
ScotiaMcLeod Senior Associate
Scotiabank
Montreal, QC
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…
Added 5 hours ago
OH
Internal Wholesaler
Oak Hill Financial
Toronto, ON
- Full-time
- Proactively engage financial advisors, portfolio managers, and wealth teams across
Added 5 hours ago
JC
Asset Management - Institutional Sales Associate, Canada
JPMorgan Chase & Co.
Toronto, ON
- Full-time
As an Institutional Sales Associate (ISA), you will be working with your client advisor(s) helping Institutional clients/prospects navigate the complexities of the broader capital markets…
Added 5 hours ago
R
Associate
RBC
BC
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 6 hours ago
Sales Associate
Rogers Communications
Kitchener, ON
…can enhance and simplify their lives. We deliver a seamless experience, value expertise, dedication, and commitment to doing what’s right for our customers needs, every…
Added 7 hours ago
Customer Experience Associate - Clayton Park, NS (26.25 Hours / Week)
Scotiabank
Halifax, NS
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 8 hours ago
T
Regional Manager, Private Banking
TD
Barrie, ON
- Full-time
Previous Private Banking experience and a strong Wealth Management background considered an asset.

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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