ScotiaMcLeod Administrative Associate - Toronto Plaza

Scotiabank; Old Toronto; On-site; CAD 45,000 - 75,000; Full time

Job summary

Join a dynamic team at a leading financial institution as an Administrative Associate, where you will play a vital role in supporting Wealth Advisors and ensuring exceptional client service. This position offers the opportunity to engage with clients, manage administrative tasks, and contribute to the growth of the business. You will thrive in a collaborative environment that values diversity and encourages personal development. With a commitment to innovation and community impact, this role is perfect for those looking to make a difference while advancing their career in wealth management.

Benefits

Diversity and Inclusion Programs

Learning and Development Opportunities

Collaborative Work Environment

Community Engagement Initiatives

Qualifications

• Experience in the securities industry and registered as an Investment Representative.
• Strong organizational and communication skills are essential.

Responsibilities

• Manage administrative processes and ensure high levels of client service.
• Support Wealth Advisors with portfolio reviews and client inquiries.

Skills

Client Service Skills

Organizational Skills

Communication Skills

Attention to Detail

Time Management

Initiative

Securities Industry Experience

Registered Investment Representative

Job description

Requisition ID: 196077

As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.

When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business.

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.

IS THIS ROLE RIGHT FOR YOU

In the role you will:

1. Ensure effective client administration by managing all administrative processes and escalations requiring investigation.
2. Consistently demonstrate high levels of client service by:
1. supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs.
2. responding to client inquiries, resolving issues and effecting client transactions in a timely and responsive manner.
3. Provide marketing assistance by coordinating materials, events, and seminars to increase/identify opportunities to grow assets and/or revenue.
4. Support the growth of the business by managing tracking reports for Wealth Advisors to review targets, recommendations, and financial plans/concepts.
5. 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:

1. Experience in the securities industry.
2. Already duly registered as an Investment Representative (IR) with CIRO.
3. Excellent verbal and written communication.
4. Strong organizational skills.
5. Ability to take initiative, work independently and meet deadlines.
6. Meticulous attention to detail and excellent time management skills.
7. Exceptional client service skills.

WHAT'S IN IT FOR YOU

1. At ScotiaMcLeod we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities.
2. The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
3. An organization committed to making a difference in our communities– for you and our clients.
4. An inclusive working environment that encourages creativity, curiosity and celebrates success.
5. Learning and Development – free access to Scotia Academy to upskill and develop your skills.

Location(s): Canada : Ontario : Toronto

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 during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.