ScotiaMcLeod Administrative Associate - Calgary

Scotia Wealth Management; Calgary; On-site; CAD 52,000 - 65,000; Full time

Benefits offered by this job

Competitive compensation

Pension Plan

Employee Share Ownership Plan

Employee banking benefits

Referral bonus program

Job summary

ScotiaMcLeod, part of Scotia Wealth Management®, invites applications for an Administrative Associate role in Calgary. You will support Wealth Advisors through comprehensive client administration, trades, and day-to-day activities that grow relationships and protect client wealth.

The ideal candidate has securities industry experience, CIRO IR approval, and strong communication skills. You will coordinate materials, events, and analyses while working in a collaborative, growth-oriented team.

Qualifications

• Experience in the securities industry.
• CIRO Investment Representative approval required.
• Strong verbal and written communication skills.
• Excellent organizational and time-management abilities.
• Ability to take initiative and work independently.
• Meticulous attention to detail.
• Professional, respectful client service.

Responsibilities

• Manage administrative processes and escalations for Wealth Advisors.
• Provide high levels of client service and assist with portfolio reviews and trades.
• Coordinate marketing materials, events, and seminars to identify opportunities.
• Produce tracking reports for Wealth Advisor targets, recommendations, and financial plans.
• Collaborate across departments to share knowledge and support the team.

Skills

Experience in securities industry

CIRO IR approval

Verbal and written communication

Organizational skills

Initiative & independence

Attention to detail & time management

Client service skills

Job description

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.

Employee Referral Program – Potential Reward: $1,000.00

BRIEF INTRODUCTION

As an 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 administration and day-to-day trading of their business.

In The Role You Will

• Ensure effective client administration by managing all administrative processes and escalations requiring investigation
• Consistently demonstrate high levels of client service to deepen relationships;
• by supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs
• by responding to client inquiries, resolving issues and effecting client transactions in a timely and responsive manner
• Provide marketing assistance by coordinating materials, events and seminars to increase/identify opportunities to increase assets and/or revenue
• Support the growth of the business by managing tracking reports for Wealth Advisor to review targets, recommendations, and financial plans/concepts
• Build effective working relationships across various departmental and business line contacts by actively collaborating and sharing knowledge and experience

Do You Have The Skills

We would love to work with you if you have:

• Experience in the securities industry
• Approval as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO)
• Excellent verbal and written communication
• Strong organizational skills
• Ability to take initiative, work independently and meet deadlines
• 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 – free access to Scotia Academy to upskill and develop your skills.

Location(s): Canada : Alberta : Calgary

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and our 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.