Client Services Specialist, Financial Advisors Support

Scotiabank; Toronto; On-site; CAD 100,000 - 125,000; Full time

Job summary

A leading financial institution is seeking a Client Service Associate in Toronto. This role involves providing essential administrative support to Financial Consultants and ensuring high-quality service for clients. Candidates should have a diploma in business or commerce, experience in the financial services industry, and strong client service skills. Opportunities for career development and comprehensive benefits are available from day one.

Benefits

Performance Bonus

Employee Share Ownership Program

Pension Plan Matching

Health Benefits

Qualifications

• Demonstrated knowledge of investment products and financial services rules.
• CIRO licensed (IR) or willingness to obtain license within 12 months.

Responsibilities

• Provide administrative support to Financial Consultants and Portfolio Managers.
• Maintain follow-up systems for inquiries and client meetings.
• Prepare and process client documentation and transaction requests.

Skills

Customer service orientation

Knowledge of financial services

Proficiency in Microsoft Office Suite

Education

College diploma or university degree in business or commerce

Tools

CRM2

Job description

A leading financial institution is seeking a Client Service Associate in Toronto. This role involves providing essential administrative support to Financial Consultants and ensuring high-quality service for clients. Candidates should have a diploma in business or commerce, experience in the financial services industry, and strong client service skills. Opportunities for career development and comprehensive benefits are available from day one.