Title:  National ScotiaMcLeod - Lead Investment Advisor (Bilingual French/English)

Requisition ID: 246343

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:

Lead Investment Advisors help our clients achieve peace of mind by providing investment solutions that offer clients a comprehensive, fully diversified portfolio aligned to their risk profile and investment objectives. The National Branch manages small household clients across Canada by providing access to a virtual sales team that offers investment advice and solutions. As a Lead Investment Advisor the main focus is on transitioning clients from branches by ensuring client documentation is up to date and investments are appropriately aligned, and where appropriate making referrals to other bank partners. Once clients have been transferred, the main focus of the Investment Advisor will shift to responding to client inquiries, as well as identifying investment opportunities for clients where appropriate in order to grow revenue and reduce risk. The Lead Investment Advisor will also have responsibility for providing guidance and leadership to team members, and working with the original Wealth Advisor to ensure service level agreement functions are met, where applicable.

WHAT YOU’LL BE DOING

In this role you will:

1. Provide a high level of customer service by:

· Ensuring client is transferred efficiently from original branch

· Responding to client requests, inquiries, and concerns promptly and efficiently

· Provide sound and appropriate investment advice to clients to meet their investment objectives

· Adhering to all firm and regulatory policies by remaining up to date with all regulatory rules and trading activities

· Ensuring that all client interaction is accurately documented

2. Generate revenue through development of client relationships by:

· Managing existing client relationships and generate an ongoing source of profitable revenue

· Identifying opportunities to gather additional assets from existing client base

· Actively promote the products and services available to the National Branch

· Identify opportunities to promote products and services of Scotia partners where appropriate

3. Develop, execute and maintain compliant financial strategies by:

· Preparing financial solutions to service client’s goals and objectives that are in the best interest of the client, the firm and within regulatory requirements.

· Display a high level of integrity and professionalism in all dealings with internal and external clients.

· Be accountable to firm policies, procedures and regulatory requirements including continuing education obligations for all licenses and designations held

4. Contribute to the effective functioning of the National Branch team by:

· Building effective working relationships across the team and with various business lines · Facilitating a culture of open and honest communication

· Actively participating and contributing to branch and team meetings

· Encouraging the generation of new ideas and approaches

· Actively share knowledge and experience to enhance the development of all team members

5. Provide strong team leadership to motivate and develop individual and team performance by:

· Fostering and developing a strong, positive team environment, driving employee empowerment, innovation and a high degree of engagement

· Exhibiting an ability to listen, negotiate and communicate goals

DO YOU HAVE THE SKILLS

We’d love to work with you if you have:

·Licensed as a Registered Representative through CIRO

· 5-7 years of experience in a sales, relationship, or account management role

· Proficient in trading and account management systems

Preferred:

· Experience providing investment advice to clients

· Professional designations (Certified Financial Planner, Insurance License)

· University education

· Advanced/Fluent French language skills

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 – free access to Scotia Academy to upskill and develop your skills

#SWM #LI-Onsite #LI-HA1

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.