SW

Scotia Wealth Management

Verified Job Source

Enriched Thinking® means seeing not only the big picture but all the little ones too.

Toronto, Ontario

Financial Services
1,001–5,000 people

About

Scotia Wealth Management offers an innovative team-based approach to wealth management that addresses the entirety of your life—your family, your business, your future—one facet at a time. We call this Total Wealth. Together with your relationship manager, our Scotia Wealth Management specialists bring their skills and expertise to the consideration of what you’ve accumulated—and how best to administer it as your needs evolve. From financial counsel on managing your wealth to careful contemplation of how to transfer it to future generations, it’s your thinking, combined with our thinking, to create Enriched Thinking®. http://bit.ly/socialdisclaim

Open positions

Scotia Jarislowsky Fraser, Wealth Manager-Toronto

On-site · Toronto

Provide comprehensive wealth management advice, including financial planning and investment strategies tailored to client objectives. Collaborate with relationship managers and specialists to implement integrated solutions and maintain regulatory compliance.

Regional Director, Partnerships - Eastern Region

On-site · Montréal

Responsible for the profitability of the Eastern Region by managing Bank Partner strategies and leading a team of Wealth Management Consultants. The role focuses on deepening client relationships and ensuring the delivery of high-quality wealth solutions through collaborative internal partnerships.

ScotiaMcLeod Variable Compensation Analyst

On-site · Toronto

The Variable Compensation Analyst supports Sales Management by executing individual goals and initiatives in alignment with business strategies. They are responsible for administering HR and compensation policies while ensuring compliance with governing regulations.

Scotia Wealth Management - Manager, Business Initiatives

On-site · Toronto

Lead the planning and execution of real estate, facilities, and physical security initiatives across the Canadian portfolio for Scotia Wealth Management. Manage budgets, financial analysis, and business controls while partnering with internal and external stakeholders to enhance client and employee experiences.

Regional Administrative Specialist

On-site · Toronto

Provide administrative and operational support to Financial Advisors and Portfolio Managers to maintain high service standards for clients. Responsibilities include processing client documentation, managing contact databases, and coordinating client meetings and compliance tasks.

Senior Financial Consultant, MD Financial

On-site · Québec

The role involves assisting clients and their families in achieving financial goals through comprehensive financial plans and investment strategies. Key duties include prospecting for new clients, conducting financial seminars, and ensuring compliance with industry regulations.

Associate Financial Planner - MD Financial Planning

On-site · Québec

The Associate Financial Planner provides centralized financial planning and paraplanning support to senior planners, focusing on complex financial plans for incorporated physicians. Responsibilities include managing case demand, improving internal processes, and collaborating with regional advisors to achieve client goals.

Financial Advisor Edmonton

On-site

The Financial Advisor assists clients and their families in achieving personal financial goals through comprehensive financial plans and investment strategies. They are responsible for growing the client base through prospecting and maintaining relationships while ensuring compliance with industry regulations.

Sales Support Officer

On-site · Toronto

The Sales Support Officer provides administrative and service support to the International Private Banking Sales Team. The role focuses on processing transactions, ensuring regulatory compliance, and maintaining a high-quality client experience.

ScotiaMcLeod Administrative Associate - St John's

On-site · St. John's

The Administrative Associate supports Wealth Advisors by managing client administration, executing trades, and resolving client inquiries. They also provide marketing assistance and track reports to help grow the business and meet financial targets.

Sales Support Officer

On-site · Toronto

The Sales Support Officer provides administrative and service support to the International Private Banking Sales Team to ensure a superior client experience. They are responsible for processing transactions, maintaining compliance with bank policies, and mitigating risk through accurate documentation.

IIA Administrative Associate - Bilingual in Spanish/English

On-site · Toronto

The Administrative Associate supports Wealth Advisors by managing client administration, executing trades, and resolving client inquiries. They also provide marketing assistance and track reports to help the advisor meet financial targets and growth goals.

ScotiaMcLeod Assistant Branch Manager - Calgary

On-site · Calgary

The Assistant Branch Manager supports advisor teams and ensures high levels of client service through operational and administrative efficiency. Key duties include coaching employees, implementing the Total Wealth Strategy, and maintaining regulatory standards.

Regional Administrative Specialist - Temporary

On-site · Calgary

Provide administrative and operational support to Financial Advisors and Portfolio Managers by processing client documentation and transaction requests. Maintain accurate client databases and manage correspondence and scheduling for client meetings.

SWM Receptionist

On-site · Saskatoon

The Receptionist serves as the first point of contact, greeting and directing clients while managing messages and requests. They contribute to the overall operation of the Scotia Wealth Management office and support multiple business lines.

ScotiaMcLeod Administrative Associate - Kingston, Ontario

On-site · Kingston

The role involves managing administrative processes and executing trades to support Wealth Advisors and ensure high-level client service. Additionally, the associate coordinates marketing materials and tracks financial plans to help grow the business.

ScotiaMcLeod Branch Administrator - Toronto Plaza

On-site · Toronto

The Branch Administrator is responsible for managing all administrative areas of branch operations and overseeing the performance of support staff. They must ensure high levels of client service while adhering to strict compliance and audit requirements.