ScotiaMcLeod Administrative Associate - Waterloo

Scotiabank; Southwestern Ontario; On-site; CAD 42,000 - 58,000; Full time

Benefits offered by this job

Pension Plan

Employee Share Ownership Plan

Employee Banking Rates

Job summary

ScotiaMcLeod, part of Scotia Wealth Management, seeks an Administrative Associate in Waterloo to support Wealth Advisors with high-level client service and day-to-day trading activities. You will manage administrative processes, respond to client inquiries, and assist with portfolio reviews and events.

The role emphasizes teamwork, integrity and growth, with opportunities to contribute to wealth solutions and client outcomes in a collaborative, client-focused environment.

Qualifications

• Experience in the securities industry.
• Approval as an Investment Representative (IR) with CIRO.
• Excellent verbal and written communication.
• Strong organizational skills.
• Ability to take initiative, work independently and meet deadlines.
• Meticulous attention to detail and time management.
• Exceptional client service skills.

Responsibilities

• Manage administrative processes and escalations for clients and advisors.
• Provide high-level client service to deepen relationships.
• Enter client trades and respond to inquiries as directed by the advisor.
• Support marketing materials, events and seminars to identify opportunities.
• Track and review targets, recommendations and financial plans with Wealth Advisor.
• Collaborate across departments to share knowledge and improve client experience.
• Maintain professional, respectful client interactions and timely follow-ups.

Skills

Securities industry experience

CIRO IR approval

Verbal & written communication

Organization

Initiative & independence

Time management

Client service excellence

Job description

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Title: ScotiaMcLeod Administrative Associate - Waterloo

Requisition ID: 273065

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 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:

• 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.

#SWM

Location(s): Canada : Ontario : Waterloo
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. 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.

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