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ScotiaMcLeod Senior Associate - Calgary

Student-Friendly Entry-Level
Company

Scotia Wealth Management

Location

calgary, Canada

Posted

June 05, 2026

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About This Opportunity

ScotiaMcLeod is a full‑service wealth management firm, part of Scotia Wealth Management®, with a history dating back to 1921. We focus on client‑centric, collaborative service to help clients grow and protect wealth.

In The Role You Will

  • Identify new business opportunities to gather additional assets and/or increase revenue.
  • Utilize in‑depth knowledge of products and services to identify 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.
  • Develop and distribute client communication and marketing pieces.
  • Review practices regularly to ensure administrative processes are streamlined and tasks are logged for tracking.

Do You Have The Skills?

  • Experience in the securities industry.
  • Approval as a Registered Representative (RR) with the Canadian...