Client Services Admin Associate – Investment Advisory

Scotiabank; Toronto; On-site; CAD 42,000 - 64,000; Full time

Job summary

Scotiabank is seeking an Administrative Associate in the International Investment Advisory team in Toronto, Canada. The role supports Advisors with client portfolio reviews, documentation processing, and trading entries while ensuring regulatory compliance and accurate record-keeping.

The successful candidate will assist in client marketing activities, coordinate events, and help prepare research and product information. Strong communication, organization, and independence are essential.

Qualifications

• Fluency in English and Spanish is required.
• Excellent written and verbal communication skills.
• Strong organizational abilities and attention to detail.
• Ability to take initiative and work independently.
• Ability to meet deadlines and manage multiple tasks.
• Understanding of industry and firm compliance regulations.

Responsibilities

• Support Advisors by reviewing client portfolios and preparing research and product information.
• Assist with client administration, documentation, and trading entries as directed by Advisors.
• Provide marketing support to Advisors by coordinating client events and communications.
• Analyze reports, assist in financial planning concepts, and contribute to business process improvements.
• Collaborate with team members to maintain high client service standards and compliance.

Skills

Fluent English

Spanish language

Communication skills

Organizational skills

Initiative

Deadline management

Regulatory compliance knowledge

Education

Post-secondary education

CIRO licensing / registration

Job description

Scotiabank is seeking an Administrative Associate in the International Investment Advisory team in Toronto, Canada. The role supports Advisors with client portfolio reviews, documentation processing, and trading entries while ensuring regulatory compliance and accurate record-keeping.

The successful candidate will assist in client marketing activities, coordinate events, and help prepare research and product information. Strong communication, organization, and independence are essential.