ScotiaMcLeod Senior Associate - Calgary

Requisition ID: 265371 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 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 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 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 WHAT’S 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 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.

The Senior Associate supports a Wealth Advisor in managing their book of business and identifying new business opportunities to increase assets and revenue. They are responsible for preparing client reports, deepening relationships, and streamlining administrative processes.

Candidates must have experience in the securities industry and be approved as a Registered Representative (RR) with CIRO. Strong communication, organizational, and professional client service skills are required.

• Annual Incentive Plans • Time Off Entitlements • Pension Plan • Employee Share Ownership Plan • Favourable Employee Banking Rates

• Customer servicePreferred

Identified from the job description. Confirm important requirements above.

• Client Service
• Business Development
• Financial Analysis
• Wealth Management
• Communication Skills
• Time Management
• Attention To Detail
• Relationship Management

• Finance & Accounting
• Sales
• Customer Service & Support
• Consulting
• Administrative

Minimum education

Professional degree

Minimum experience

5+ years

Posting language

English

Working hours

40 hours per week