Responsible for executing equity, mutual fund, option and fixed income orders, managing portfolio activities, and ensuring compliance with regulations and internal policies within Scotiabank’s Centralized Investment Management division.
Responsibilities
Create and execute equity, mutual fund, option and fixed income orders
Assist with portfolio management activities including onboarding, rebalancing, cash management
Provide timely communication and support to the program Portfolio Manager
Ensure compliance with regulatory and internal policies
Requirements
University degree or college diploma or equivalent experience
The Investment Associate will support the management of discretionary portfolio mandates through portfolio administration, market monitoring, trading support and investment research.
Compensation
Salary range: $70,000 to $90,000
Responsibilities
Assist with monitoring and updating proprietary model portfolios
Support the team’s established investment process through data gathering and documentation
Track and summarize news flow, earnings releases, and market-moving events
Maintain regular updates on economic and market conditions and relay key highlights to the Portfolio Manager
Provide support in the preparation of investment notes, as well as internal and external materials
Requirements
CSC
CPH
Nice to have: Trading or portfolio management experience
Support client relationships and grow a sustainable wealth management business as part of the MacInnes Group.
Compensation
Salary Range: $135,000 - $200,000
Responsibilities
Work closely with a team to support client relationships and the growth of a sustainable wealth management business.
Prepare and maintain comprehensive financial plans using Conquest software, tailoring recommendations to address the complex needs of high-net-worth and ultra-high-net-worth clients.
Provide strategic guidance on complex planning needs such as holding companies, stock options, individual pension plans, retirement compensation arrangements, charitable giving, and intergenerational wealth transfer.
Service client accounts by processing and confirming transactions, executing trade orders, updating account documentation, and ensuring accurate account maintenance.
Communicate directly with clients, respond to inquiries, provide market quotes, and support ongoing relationship management.
Requirements
Nice to have: Certified Financial Professional (CFP)
Nice to have: Chartered Life Underwriter (CLU)
Nice to have: Family Enterprise Advisor (FEA)
Nice to have: Certified Exit Planning Advisor (CEPA)
Nice to have: Trust and Estate Practitioner (TEP)
Skills
Associate, Financial Planning
Canaccord Genuity Group Inc. · Posted Jul 22, 2026
Design and deliver customized, comprehensive wealth plans that integrate financial, investment, retirement, tax, risk management, and estate planning.
Compensation
Salary Range: $135,000 - $200,000
Responsibilities
Design and deliver customized, comprehensive wealth plans that integrate financial, investment, retirement, tax, risk management, and estate planning.
Provide strategic guidance on complex planning needs such as holding companies, stock options, individual pension plans, retirement compensation arrangements, charitable giving, and intergenerational wealth transfer.
