Posted 10 days ago
ScotiaMcLeod Investment Advisor
@ Scotiabank
Toronto, Ontario
Overview
Scotiabank, through ScotiaMcLeod, is hiring an Investment Advisor in Toronto to ensure clients transition smoothly to the National Branch. The role covers client documentation, investment advice and managing existing client relationships while following firm and regulatory rules. Candidates must hold CIRO Registered Representative approval; a competitive compensation package with performance bonus and share plan is offered.
Responsibilities:
- Complete client documentation transferred from original branch
- Provide investment advice following branch protocol
- Manage existing client relationships and promote products
- Stay current with regulatory rules and trading activities
- Share knowledge and participate in team meetings
Requirements summary:
- CIRO Registered Representative approval
- Excellent communication and client service skills
- Superior time management and organizational skills
- Clear understanding of industry and firm compliance regulations
- Proficiency in ScotiaMcLeod systems considered an asset
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · successfactors
- Employer posting date
- 2026-10-30
- First seen by our source
- 2026-10-08
- Source record updated
- 2026-11-08
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Department | Finance & accounting |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | CIRO Registered Representative |
| Perks mentioned | Flexible hours, Performance bonus, Stock or equity, Paid training |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Scotiabank
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Full company description
Welcome to Scotiabank. We serve thousands of customers, families, and communities across the globe, helping them achieve success through advice, products, and services. Follow for news, insights, thought leadership and more. Our disclaimer:
- LinkedIn followers
- 1,518,101
- People associated on LinkedIn
- 91,736
- Reported office locations
- 40 King St W, Toronto, Ontario M5H, CA
- Bosque de Ciruelos 120, Miguel Hidalgo, CDMX 11700, MX
- Calle Dionisio Derteano 102, San Isidro, Lima 15047, PE
- Business categories
- Finance
- Banking
- Asset Management
- Financial Services
- Other recorded names
- Scotiabank
- Specialties
- Banking
- Wealth Management
- Investment Banking
- and Technology
- Profile identifies a recruitment agency
- No
- Reported total investment
- 1,066,913,622
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Welcome to Scotiabank. We serve thousands of customers, families, and communities across the globe, helping them achieve success through advice, products, and services. Follow for news, insights, thought leadership and more. Our disclaimer:
| Field | Value |
|---|---|
| Industry | Banking |
| Company size | 10,001+ employees |
| Headquarters | Toronto, Ontario |
| Organization type | Public Company |
| Specialties | BankingWealth ManagementInvestment Bankingand Technology |
| Open jobs on Jobsy | 852 |
| View page |
Requisition ID: 275320
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.
Purpose: As the Investment Advisor you are responsible for ensuring clients have a smooth transition to the National Branch.
We'd love to work with you if you have:
#SWM |
Location(s): Canada : Ontario : Toronto
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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