ScotiaMcLeod Charitable Foundation Associate

Requisition

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.

Purpose:

The Foundation Associate role within Scotia Mc Leod provides proactive support to the Scotia Mc Leod  Charitable Foundation and day-to-day management of a donor portfolio with charitable beneficiary relationships. The role also contributes to the growth of its Share-the-Wealth strategy by delivery of various events and administrative support for projects across Canada including the bi-annual Scotia Mc Leod  Advisor Conference.

WHAT YOU’LL BE DOING

In this role you will:

1. Relationship Management and Fundraising and Foundation Operations

• Cultivate relationships with donors, sponsors, and stakeholders.
• Work closely with leadership to execute strategic programs for successful fundraising initiatives, events and campaigns to increase donor engagement including promoting the Foundation through social media outlets and communication platforms (Linked In, scotiamcleodcharitablefoundation.org, Canada Helps, SM Weekly)
• Plan and execute the annual Share the Wealth Awards Campaign by handling any inquiries regarding the nomination process, investigating discrepancies pertaining to applications and verifying charitable status of recipient charities
• Oversee budgeting, document control and compliance for donor records
• Ensure compliance with nonprofit regulations and best practices

2. Meeting and Event Planning

• Build close relationships with internal and external partners, acting as a liaison, ensuring alignment of event goals with organizational standards
• Support the oversight and management of the budget with key stakeholders/organizers including data collection, reporting, and compliance for event-related financial transactions
• Provide operational oversight for participant registration, communication workflows, and event documentation

DO YOU HAVE THE SKILLS

We’d love to work with you if you have:

• Relevant training and experience, preferably through a diploma or degree program in nonprofit management
• Three to five years of event management and administrative experience
• Excellent interpersonal and communications skills, ability to think proactively with strong problem-solving skills
• Strong organizational and customer service skills, with the ability to work with short/long timelines and deadlines
• Experience with calendar management and prioritizing activities
• Knowledge of MS Office (Outlook, Word, Excel, MS Teams, MS Forms) and basic understanding of Quickbooks
• Experience working with events, charities, and/or in the financial industry would be a great asset.

WHATS IN IT FOR YOU

• Competitive Compensation and Benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan and favourable employee rates for employee banking
• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
• An organization committed to making a difference in our communities– for you and our clients.
• An inclusive working environment that encourages creativity, curiosity and celebrates success.
• Learning and Development –access to Scotia Academy to upskill and develop your skills.

#SWM #LI-Onsite #LI-HA1

Location(s):
Canada :
Ontario :
Toronto

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