ScotiaMcLeod Administrative Associate

Scotiabank; White Rock; Presencial; CAD 42 000 - 65 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Competitive compensation & benefits

Pension Plan

Employee Share Ownership Plan

Scotia Academy learning & development

Resumo da oferta

Scotiabank’s ScotiaMcLeod Wealth Management division is seeking an Administrative Associate to support a Wealth Advisor in growing and managing client relationships. You will help identify opportunities, prepare client reports, and develop communications while ensuring efficient administrative processes and accurate logging.

The role emphasizes exceptional client service, attention to detail, and collaboration with specialists to deliver personalized wealth solutions.

Qualificações

• Experience in the securities industry is required.
• CIRE designation or willingness to obtain is preferred.
• Excellent verbal and written communication skills are essential.
• Meticulous attention to detail and strong time management are required.
• Exceptional client service skills are expected.

Responsabilidades

• Under the guidance of a Wealth Advisor, assist in developing and managing a book of business.
• Identify opportunities within existing clients and support relationship deepening.
• Prepare, analyze, and present client reports and recommendations.
• Draft and distribute client communications and marketing pieces with Advisor input.
• Ensure administrative processes are streamlined and activities are properly logged.

Conhecimentos

Securities industry experience

CIRE designation or willingness to obt

Verbal and written communication

Attention to detail and time mgmt

Client service excellence

Descrição da oferta de emprego

Requisition ID: 278224

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.

BRIEF INTRODUCTION

As an Administrative Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to business development and sales related activities.

In The Role You Will

• Utilize your in-depth knowledge of products and services to identify new opportunities within the existing client base
• Work with Advisor and Total Wealth Specialists to deepen client relationships
• Prepare, analyze, and present reports and recommendations to clients
• Work with the Advisor to develop and distribute client communication and marketing pieces
• Regularly review practices to ensure administrative processes are streamlined and administrative tasks being completed and logged for tracking purposes

Do You Have The Skills

We would love to work with you if you have:

• Experience in the securities industry
• Canadian Investment Regulatory Exam (CIRE) designation or willing to obtain
• Excellent verbal and written communication skills
• Meticulous attention to detail and excellent time management skills
• Exceptional client service skills, providing a professional and respectful experience

What’s 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 – via Scotia Academy, a virtual learning experience to upskill and develop your skills at work or from your personal device.

Location(s): Canada : British Columbia : White Rock

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.