ScotiaMcLeod Investment Associate

17 hours ago

Edmonton, Alberta, Canada Scotiabank Global Site Full time

Requisition ID: 243318

As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.

When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.

BRIEF INTRODUCTION 

As an Investment 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 through total wealth planning

Prepare, analyze, and present reports and recommendations to clients

Work with the Advisor to develop and distribute client communication and marketing pieces

Act as a leader to other associates on the team and within the branch by providing direction and coaching

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

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 : Edmonton

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.

Estimated salary

CA$72,800 - CA$128,800 //year

Unlock this job and thousands more

Get full details and apply directly

12.847 professionals access exclusive listings

Step 1 of 2 - Choose your plan

Trial

7 days access

CA$3.99

one-time

Annual Best value

CA$6.67//month Save 49%

CA$79.99

//year

Monthly

Full flexibility

CA$12.99

//month

Unlock full listing

Full access to verified direct job listings

Apply directly to the company

Priority alerts (2h earlier)

Cancel anytime

Secure payment

Instant access

Stripe

Associate Investment Advisor

2 days ago

Edmonton, Alberta, Canada Richardson Wealth Full time

Position Overview We are seeking an individual to join our team in the Edmonton office. As an Associate Investment Advisor the incumbent will contribute to grow the business by working closely with the Investment Advisor(s) to help manage their portfolios, developing new business, and ensuring high-level client service. This is an existing vacancy. ...
Associate Investment Advisor

17 hours ago

Edmonton, Alberta, Canada Richardson Wealth Full time

Position Overview We are seeking an individual to join our team in the Edmonton office. As an Associate Investment Advisor the incumbent will contribute to grow the business by working closely with the Investment Advisor(s) to help manage their portfolios, developing new business, and ensuring high-level client service. This is an existing vacancy. ...
Associate Investment Advisor

2 days ago

Edmonton, Alberta, Canada TD Bank Full time US$42,500 - US$57,500

Work Location:Edmonton, Alberta, CanadaHours:37.5Line of Business:TD WealthPay Details:$42,500 - $57,500 CADThis role is eligible for commission based earnings.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our...
Associate Investment Advisor

17 hours ago

Edmonton, Alberta, Canada TD Bank Full time US$42,500 - US$57,500

Work Location:Edmonton, Alberta, CanadaHours:37.5Line of Business:TD WealthPay Details:$42,500 - $57,500 CADThis role is eligible for commission based earnings.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our...
Investment Specialist

2 days ago

Edmonton, Alberta, Canada Bank of Montreal Full time US$38,500 - US$71,000

Application Deadline:02/15/2026Address:208 Kingsway Mall NW, Unit 208Job Family Group:Retail Banking Sales & ServiceProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds,...
Investment Specialist

17 hours ago

Edmonton, Alberta, Canada Bank of Montreal Full time US$38,500 - US$71,000

Application Deadline:02/15/2026Address:208 Kingsway Mall NW, Unit 208Job Family Group:Retail Banking Sales & ServiceProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds,...
Investment Analyst

2 days ago

Edmonton, Alberta, Canada Orangetheory Fitness Canada Corporate Full time

Benefits: Competitive salary Employee discounts Flexible schedule Health insurance Wellness resources About us:Franvest Capital Partners is an Edmonton based single-family office that manages a diversified portfolio across direct investments in the franchising sector, as well as real estate, private equity, private debt, and public market securities....
Investment Analyst

2 days ago

Edmonton, Alberta, Canada Orangetheory Fitness Canada Corporate Full time

Benefits: Competitive salary Employee discounts Flexible schedule Health insurance Wellness resources About us:Franvest Capital Partners is an Edmonton based single-family office that manages a diversified portfolio across direct investments in the franchising sector, as well as real estate, private equity, private debt, and public market securities....
Investment Analyst

17 hours ago

Edmonton, Alberta, Canada Orangetheory Fitness Canada Corporate Full time

Benefits: Competitive salary Employee discounts Flexible schedule Health insurance Wellness resources About us:Franvest Capital Partners is an Edmonton based single-family office that manages a diversified portfolio across direct investments in the franchising sector, as well as real estate, private equity, private debt, and public market securities....
Investment Analyst

17 hours ago

Edmonton, Alberta, Canada Orangetheory Fitness Canada Corporate Full time

Benefits: Competitive salary Employee discounts Flexible schedule Health insurance Wellness resources About us:Franvest Capital Partners is an Edmonton based single-family office that manages a diversified portfolio across direct investments in the franchising sector, as well as real estate, private equity, private debt, and public market securities....

Americas

Europe

Asia / Oceania

Africa

ScotiaMcLeod Investment Associate

Unlock this job and thousands more