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Scotia Wealth Management

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

Toronto, Ontario

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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

ScotiaMcLeod Investment Associate - Vancouver

On-site · Vancouver

Support a Wealth Advisor in managing and growing their book of business by delivering client service, identifying opportunities to gather assets or increase revenue, and deepening relationships through wealth planning. Prepare and present client reports and recommendations, develop communications and marketing materials, and provide direction and coaching to associates while ensuring administrative processes are effective and tracked.

Scotia Wealth Management Receptionist - Victoria

On-site · Victoria

Act as the first point of contact by greeting and directing clients and managing messages. Support the effective operation of the Scotia Wealth Management office while championing a customer-focused culture.

ScotiaMcLeod Wealth Advisor Development Program -Kanata

On-site · Ottawa

Participants will support high net worth clients by providing personalized wealth solutions and strategic financial advice. They will also focus on expanding their client base and contributing to the efficient operations of their team.