Senior Investment Advisor Associate

Senior Investment Associate / Advisor ? Calgary, AB (open to relocation) ? Full-time | In-office (Monday–Friday) ? The Opportunity This opportunity sits within Scotia. McLeod, the full-service, high-net-worth wealth management arm of Scotiabank. You’ll 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 30–50 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 you’re 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 They’re 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 mindset—interested 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 Scotia.

McLeod—a premium wealth platform Exposure to holistic wealth management through the Enriched Thinking® approach Clear path to: Investment Advisor Equity stakeholder within the business