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Title:  ScotiaMcLeod Senior Associate - Calgary

 

Requisition ID: 246572

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.

 

 

BRIEF INTRODUCTION 

As a Senior Associate, you will work closely with a Wealth Advisor to provide exceptional client service and ensure the smooth management of their book of business. While you may contribute to business development activities, your primary focus will be on operational support and client relationship management.

 

IS THIS ROLE RIGHT FOR YOU 

In the role you will:

  • Work with Advisor and Total Wealth Specialists to deepen client relationship 

  • 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 

  • May contribute to business development initiatives by identifying opportunities within the existing client base to gather additional assets or increase revenue and leveraging product and service knowledge to support Advisor-led growth strategies

     

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 

 

WHATS 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 

 

#SWM  #LI-Onsite 

 

Location(s):  Canada : Alberta : Calgary 

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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