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Senior Investment Associate / Advisor

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Calgary, AB (open to relocation)
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Full-time | In-office (Monday–Friday)

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The Opportunity

This opportunity sits within ScotiaMcLeod, 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
.

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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
.

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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

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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

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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

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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

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