ScotiaMcLeod Senior Associate

Scotia Mc Leod , a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by understanding their complete financial picture—life, family, business, and future.

Our signature
Enriched Thinking
® approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions. You’ll be supported by an innovative, team-based environment that values integrity, client focus, and continuous growth.

At Scotia Mc Leod , you’re not just building a career—you’re joining a firm where ideas spark, collaboration thrives, and you’re empowered to reach your full potential while making a real impact in your clients' lives.

The Scotia Mac Leod  Oakvest Wealth Management Team is a well-established, high-performing financial services team managing a sophisticated client base. Our nine-person team has worked together for many years, building a collaborative, supportive, and high-trust environment. We are known for delivering exceptional client service, thoughtful planning, and disciplined investment management.

As our practice continues to grow, we are seeking a highly organized, client-focused professional to join us in a Senior Associate / Associate role, with significant opportunity for long-term career development.

This role is designed for a motivated individual who wants to grow within a dynamic wealth management practice. The successful candidate will initially focus on learning the operations, systems, and client service standards that define our team, while supporting advisors and clients across a range of functions.

Over time, the role may evolve to include responsibilities in financial planning, trading, client relationship management, and other specialized areas based on the individual’s strengths and interests. We offer meaningful career progression and the ability to shape your path within our team.

• Support advisors and team members in delivering exceptional client service
• Assist with account administration, documentation, and operational processes
• Coordinate client communications and help manage ongoing service needs
• Maintain organized workflows and ensure timely follow-up on action items
• Learn and support trading and portfolio management processes as appropriate
• Assist with financial planning preparation and implementation (as role evolves)
• Contribute to continuous improvement of team processes and efficiency
• Build strong internal relationships and collaborate across functions

• Experience in financial services or wealth management preferred but not required
• Exceptionally organized, detail-oriented, and efficient
• Strong client service mindset with excellent communication skills
• Adaptable, proactive, and comfortable in a fast-moving environment
• Eager to learn, grow, and take on increasing responsibility over time
• Ability to manage multiple priorities and work both independently and collaboratively

• A stable, high-performing team with a strong reputation and loyal client base
• A collaborative and supportive culture with long-tenured team members
• Significant opportunity for professional growth and role evolution
• Exposure to all aspects of wealth management
• Competitive compensation and long-term financial potential
• The chance to build a meaningful career within an established practice

You are highly organized, naturally client-centric, and eager to grow within wealth management. You enjoy learning, thrive in a team environment, and want to be part of a practice where your contributions matter and your career can evolve over time.