Senior Investment Advisor Associate

Senior Investment Associate / Advisor

Calgary AB (open to relocation)
Full-time In-office (MondayFriday)

The Opportunity

This opportunity sits within ScotiaMcLeod the full-service high-net-worth wealth management arm of Scotiabank.

Youll be joining a high-performing growth-oriented advisory team that operates with a boutique entrepreneurial feel backed by a leading financial institution.

The team currently manages $500M in assets under management bringing a strong and stable client base while continuing to grow rapidly by onboarding 3050 new clients annually.

This creates a unique opportunity to step into a hands-on investing role with real client exposure and a clear long-term path toward equity and partnership.

What Makes This Role Stand Out

• $500M AUM platform with consistent client growth
  
• Hands-on involvement in investment decisions (not just support)
  
• Direct exposure to high-net-worth clients
  
• A true partnership-style role with a Wealth Advisor
  
• Clear path toward:
  
• Becoming a full Investment Advisor
  
• Equity / partnership opportunity over time
  

This is a high-impact role where youre contributing to both investment strategy and business growth.

Key Responsibilities

• Support and help manage discretionary investment portfolios (equities & fixed income)
  
• Contribute to asset allocation investment strategy and security selection
  
• Monitor markets economic trends and portfolio performance
  
• Prepare and present client-ready reports and recommendations
  
• Participate in client meetings and ongoing relationship management
  
• Communicate directly with clients regarding:
  
• Portfolio performance
  
• Market insights
  
• Investment recommendations
  
• Identify opportunities to grow assets and deepen client relationships
  
• Collaborate with a broader team including:
  
• Financial Planners
  
• Wealth Specialists
  
• Private Banking partners
  
• Help improve internal processes and scalability as the business grows
  

What Theyre Looking For

• 3 years in wealth management portfolio management or investment advisory
  
• Strong understanding of public markets (equities & fixed income)
  
• Experience in client-facing investment discussions
  
• CIRO / Registered Representative (RR) licensing (or eligible)
  
• Professional designations are an asset (CFA CIM)
  
• Strong analytical communication and relationship-building skills
  

Ideal Profile

• Ambitious and growth-oriented
  
• Wants to move into a true advisory / revenue-generating role
  
• Entrepreneurial mindsetinterested in building long-term value
  
• High level of ownership accountability and professionalism
  
• Comfortable working closely with clients and senior stakeholders
  

Compensation & Upside

• Competitive base salary performance-based bonus
  
• Strong earning potential as responsibilities grow
  
• Full benefits pension and share ownership programs
  
• Long-term opportunity for equity / partnership participation
  

Why This Role is a Career Move

• Be part of a $500M AUM fast-growing advisory team
  
• Gain hands-on investing experience not just administrative exposure
  
• Work within ScotiaMcLeoda premium wealth platform
  
• Exposure to holistic wealth management through the Enriched Thinking approach
  
• Clear path to:
  
• Investment Advisor
  
• Equity stakeholder within the business