ScotiaMcLeod Administrative Associate

Scotiabank; Montreal; Presencial; CAD 45.000 - 60.000; Jornada completa

Descripción de la vacante

Scotiabank’s ScotiaMcLeod Wealth Management is seeking an Administrative Associate to support one or more Wealth Advisors with client service and trading day-to-day activities.

You'll manage administrative processes, assist with portfolio reviews, and coordinate marketing materials, events, and seminars to identify opportunities for assets and revenue. Bilingual English/French abilities are valued to collaborate with teams in Toronto and Montreal.

Formación

• Experience in the securities industry.
• Approval as Investment Representative (IR) with CIRO.
• Excellent verbal and written communication.
• Strong organizational skills.
• Ability to take initiative, work independently and meet deadlines.
• Meticulous attention to detail and time management.
• Exceptional client service skills.

Responsabilidades

• Manage all administrative processes and escalations.
• Consistently provide high level client service to deepen relationships.
• Support the advisor in portfolio reviews and enter client trades as directed.
• Respond to client inquiries, resolve issues and execute transactions promptly.
• Provide marketing support by coordinating materials, events and seminars to identify opportunities to increase assets and/or revenue.
• Support business growth by tracking reports for Wealth Advisor to review targets, recommendations, and plans.
• Build effective working relationships across departments through collaboration.

Conocimientos

Experience in securities industry

IR qualification (CIRO)

Verbal and written communication

Organizational skills

Initiative and independence

Attention to detail

Client service excellence

Descripción del empleo

Title: ScotiaMcLeod Administrative Associate

Requisition ID: 267208

ScotiaMcLeod, 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 ScotiaMcLeod, 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.

As a n Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by effective administrati on and day-to-day trading of their business .

IS THIS ROLE RIGHT FOR YOU

In the role you will:

• Ensure effectiveclient administration bymanagingall administrative processes and escalations requiring investigation
• Consistentlydemonstratehigh levelsof client serviceto deepen relationships;
• by supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor andidentifyingclient needs
• byresponding to client inquiries, resolvingissuesand effecting client transactionsina timelyand responsive manner
• Provide marketingassistanceby coordinating materials,eventsand seminars to increase/identify opportunities to increase assets and/or revenue
• Support the growth of the business bymanagingtracking reports for Wealth Advisor to review targets, recommendations, and financial plans/concepts
• Build effective working relationships across various departmental and business line contactsby actively collaborating and sharing knowledge and experience

DO YOU HAVE THE SKILLS

• Experience in the securities industry
• Approval as anInvestmentRepresentative (IR) withthe Canadian Investment Regulatory Organization (CIRO)
• Excellent verbalandwrittencommunication
• Strong organizationalskills
• Ability to take initiative, work independently and meet deadlines
• Meticulous attention to detail and excellent time management skills
• Exceptional client service skills, providingaprofessionaland respectfulexperience

WHAT’S IN IT FOR YOU

• Competitive Compensation and Benefits package including annual incentive plans,time off entitlements, Pension Plan, Employee Share OwnershipPlanandfavourable 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 – free access to Scotia Academy to upskill and develop your skills.

In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.

#SWM

Location(s): Canada : Quebec : Montreal

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here .