ScotiaMcLeod Administrative Associate, Laval

Scotiabank; Laval; On-site; CAD 48,000 - 65,000; Full time

Benefits offered by this job

Annual incentive plans

Pension Plan

Employee Share Ownership Plan

Favourable employee banking rates

Scotia Academy learning

Job summary

Scotiabank in Laval, QC is seeking an Administrative Associate to support Wealth Advisors by handling client administration, processing trades as directed, and delivering exceptional service. The role requires securities industry experience, CIRO Investment Representative approval, and strong organizational skills to manage multiple priorities.

You will collaborate across departments, coordinate marketing materials and events, and assist with portfolio reviews.

Qualifications

• Experience in the securities industry is required.
• CIRO Investment Representative (IR) approval is required.
• Excellent verbal and written communication skills are essential.
• Strong organizational skills and ability to manage multiple priorities.
• Ability to take initiative and work independently while meeting deadlines.
• Meticulous attention to detail with excellent time management.
• Exceptional client service skills and professional conduct.

Responsibilities

• Ensure effective client administration by managing all administrative processes and escalations.
• Consistently demonstrate high levels of client service to deepen relationships.
• Support portfolio reviews and enter client trades as directed by the client or Advisor.
• Respond to client inquiries, resolve issues, and execute client transactions promptly.
• Provide marketing support by coordinating materials, events, and seminars to identify growth opportunities.
• Track reports for Wealth Advisors to monitor targets, recommendations, and financial plans.

Skills

Securities industry experience

Verbal and written communication

Organizational skills

Initiative and independence

Attention to detail

Client service excellence

Education

CIRO Investment Representative approval

Job description

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Requisition ID: 277656
Employee Referral Program – Potential Reward: $1,000.00

We are committed to investing in our employees and helping you continue your career at Scotiabank.

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

We would love to work with you if you have:

• 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 : Laval

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.