ScotiaMcLeod Administrative Associate - Markham

Scotiabank; Markham; On-site; CAD 45,000 - 60,000; Full time

Benefits offered by this job

Competitive compensation

Scotia Academy access

Employee benefit programs

Job summary

ScotiaMcLeod Administrative Associate in Markham, Ontario, joins Scotia Wealth Management to support client administration, inquiries, and event coordination, delivering high-quality service in a fast-paced, team-based environment.

You will assist advisors with portfolio reviews, processing client inquiries, preparing materials for meetings, and tracking client activity, while upholding the firm’s Enriched Thinking approach and commitment to client success.

Qualifications

• Experience in the securities industry is not listed as required in the snippet, but strong communication and organizational skills are emphasized.
• Ability to manage client interactions and coordinate administrative tasks with accuracy.

Responsibilities

• Manage administrative processes and handle escalations for clients.
• Support the advisor with portfolio reviews and client inquiries; process client trades as directed.
• Coordinate materials, events and seminars to identify opportunities for assets or revenue.
• Support tracking reports for Wealth Advisor to review targets and financial plans.
• Collaborate with multiple departments to share knowledge and improve service delivery.

Skills

Verbal and written communication

Organizational skills

Time management

Client service excellence

Initiative and independence

Job description

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Title: ScotiaMcLeod Administrative Associate - Markham

Requisition ID: 274925

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.

IS THIS ROLE RIGHT FOR YOU

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 needsby 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.
  #SWM
  #LI-CB1

Location(s): Canada : Ontario : Markham

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.