National ScotiaMcLeod - Lead Investment Advisor; Bilingual French​/English

Requisition

Scotia Mc Leod , 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 Scotia Mc Leod , 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…